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AMERICAN FUNDSTARS
Legal name: AMERICAN FUNDSTARS FINANCIAL GROUP LLC
CRD 315860File 801-126339
APPROVED
Retail clients
Filing as of Dec 25, 2025
Feed vintage Oct 1, 2026
Regulatory AUM
$332.7M
Below cohort median (national)
Discretionary AUM
$18.9M
Non-discretionary $313.8M
Clients
463
489 accounts
Employees
14
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Aug 5, 2022
- Principal office
- 1 PARK PLAZA, SUITE 210, IRVINE, CA, 92614
- Phone
- 949-877-8838
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $332.7M
- Discretionary AUM
- $18.9M
- Non-discretionary AUM
- $313.8M
- Discretionary accounts
- 24
- Non-discretionary accounts
- 465
- Total accounts
- 489
- AUM per client
- $719K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 39 | $117.0M |
| High net worth individuals | 421 | $190.7M |
| Pooled investment vehicles | 3 | $25.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jan 1, 2026 | Employees | 21 | 14 | decreased by7 |
| Jan 1, 2026 | Clients | 346 | 463 | increased by117 |
| Jan 1, 2026 | AUM | $276,608,065 | $332,687,583 | increased by$56,079,518 |
| Jan 1, 2026 | Accounts | 365 | 489 | increased by124 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 11 | 21 | increased by10 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 139 | 346 | increased by207 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $105,699,967 | $276,608,065 | increased by$170,908,098 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 151 | 365 | increased by214 |
| Sep 1, 2022 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “AMERICAN FUNDSTARS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“AMERICAN FUNDSTARS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.