$8.5M Total AUM
$8.5M Disc. AUM
-- 3Y CAGR
1 Employees
67 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Delta
- Established Date
- 11-05-2019
- Office Locations
- 1
Office Locations
426 East Main Street Lancaster OH
About 4 Star Advisory Services LLC
FourStar Wealth Advisors (4 Star Advisory Services LLC) is a Chicago-headquartered SEC-registered RIA offering comprehensive wealth planning and investment management, including accumulation vs. income strategies, retirement planning, and distribution approaches aligned to lifestyle and legacy goals. Portfolios are primarily implemented with ETFs and public funds; Schwab is listed as a custodian.
Team overview
-- AVG AGE
$8.5M AVG AUM / ADVISOR
$127.0K AVG AUM / CLIENT
6.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Oak foundation Radial prime
CRM
Focus
Investment Themes
Momentum
Investment Vehicles
Eagle frontier
Services
Atlas Ember insight Harbor
Technology
Prime
Owner & Executives
T
Todd Childers
Chief Compliance Officer, Managing Member, Service Director
- CRD
- #4206651
- Ownership
- 75% or more
(634) 534-6661
element.pioneer@quantumcapital.com
in linkedin.com/in/frontier-capital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,507,543 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,507,543 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,507,543
Equity - Exchange:
21.3% Public Funds:
33.0% Cash:
45.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,774,262,491 | 21.3% |
| Public Funds | $2,748,857,380 | 33.0% |
| Cash | $3,806,750,978 | 45.7% |
| Total | $8,329,870,849 | 100.0% |