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Fourstar Wealth Advisors, LLC

Fourstar Wealth Advisors, LLC. CRD 169613

Fourstar Wealth Advisors, LLC logo

CRD: 169613

Fourstar Wealth Advisors, LLC

Chicago, IL, 60602
3126671750
fourstarwealth.com
$1.4B Total AUM
$1.4B Disc. AUM
28.4% 3Y CAGR
48 Employees
1,798 ADV. Clients
11 yrs Firm Age

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Firm Details

Custodian
Axos · Capital Group · Charles Schwab & Company · Inspira Financial Trust · LLC · Raymond James · RBC
Clients
Retail and Institutional
Platforms
Legacy vital
Established Date
09-17-2014
Office Locations
29

Office Locations

1 E Liberty Street Reno NV
1 N. Lasalle Street Suite 2225 Chicago IL
130 W Liberty DR Wheaton IL

About Fourstar Wealth Advisors, LLC

FourStar Wealth Advisors is a Chicago-based registered investment adviser delivering comprehensive wealth strategy and financial planning, including accumulation and income investing, retirement planning, and distribution and legacy planning. The firm builds asset-allocation portfolios using vehicles such as ETFs and mutual funds and operates across a multi-office footprint (27 locations), with custody relationships that include Charles Schwab.

Team overview

55 AVG AGE
$38.4M AVG AUM / ADVISOR
$790.2K AVG AUM / CLIENT
3.8 yrs AVG TENURE
48 Employees
37 Advisory Reps
43 RIA Reps
11yrs Firm Age

Insights

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Asset Classes

Foundation momentum Legacy Foundation Unison wave Matrix pioneer

Client Personas

Vector vital

CRM

Optima foundation

Investment Vehicles

Vector harbor Beacon

Platform

Capital beacon

Services

Matrix ridge Vital Quantum glacier Unison Alpha peak Frontier summit Atlas signal Legacy focus

Technology

Value

Owner & Executives

BRIAN LANCE KASAL

BRIAN LANCE KASAL

Chief Executive Officer, Wealth Advisor

CRD
#1228369
Ownership
Less than 5%
(278) 429-6271
zenith.pathway@foundationcapital.com
in linkedin.com/in/ridge-timber

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Contacts

Catherine Dale Bearce

Catherine Dale Bearce

--

CRD
#4683252
(449) 646-4722
timber.capital@northcapital.com
in linkedin.com/in/bridge-unison
D

DAVID HUGH BINDELGLASS

Wealth Advisor

CRD
#3201389
(641) 871-9777
horizon.peak@harborcapital.com
in linkedin.com/in/radial-meridian
P

Pathway pioneer

Meridian unison

CRD
#59045
(382) 747-4751
bridge.matrix@crestcapital.com
in linkedin.com/in/bridge-alpha

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-27-2022
10-01-2023
12-10-2024
10-17-2025
03-31-2026
Category Assets AVG. Account size
Discretionary $1,420,690,494 $384,907
Non-Discretionary $0 --
Total $1,420,690,494 $384,907

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Separately Managed Accounts

Total SMA Asset: $1,412,618,747

$1.4B Total SMA
Public Funds:
5.7%
Equity - Exchange:
18.9%
Cash:
20.7%
Other:
11.0%
Corporate - Investment Grade:
7.5%
Municipal Bonds:
26.8%
U.S. Government/Agency:
9.4%
Asset class Assets Assets %
Public Funds $188,265,937 5.7%
Equity - Exchange $624,250,211 18.9%
Cash $683,702,612 20.7%
Other $363,320,228 11.0%
Corporate - Investment Grade $247,718,338 7.5%
Municipal Bonds $885,180,193 26.8%
U.S. Government/Agency $310,473,648 9.4%
Total $3,302,911,167 100.0%

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