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ALL STAR FINANCIAL

Legal name: ALL STAR FINANCIAL LLC

CRD 323765File 801-126834
APPROVED
Retail clients
Filing as of Feb 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$881.7M
Above cohort median (national)
Discretionary AUM
$881.7M
Clients
558
1,839 accounts
Employees
14
Above cohort median in MN

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
CHRO
Registration date
Nov 4, 2022
Principal office
3800 AMERICAN BLVD WEST, SUITE 620, MINNEAPOLIS, MN, 55431
Phone
952-896-3820

Assets & accounts

ADV Item 5F
Total regulatory AUM
$881.7M
Discretionary AUM
$881.7M
Non-discretionary AUM
$0
Discretionary accounts
1,839
Non-discretionary accounts
0
Total accounts
1,839
AUM per client
$1.6M

Clients by type

ADV Item 5D
Client typeClientsAUM
OtherFewer than 5$7.0M
Charitable organizationsFewer than 5$10.6M
High net worth individuals188$483.9M
Pension and profit sharing plans11$180.7M
Individuals (other than high net worth individuals)353$199.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Hourly charges
  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • Portfolio management for other
  • Portfolio management for businesses
  • 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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.