$51.6M Total AUM
$51.6M Disc. AUM
-- 3Y CAGR
2 Employees
72 ADV. Clients
17 yrs Firm Age
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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-04-2009
- Office Locations
- 1
Office Locations
-- Charlotte NC
About Northstar Capital Advisors LLC
Northstar Capital Advisors LLC is a Charlotte-based RIA. The firm has been operating for 17 years. Managing $51.6M in total assets under management, with 2 advisory representatives. They custody assets with Altruist and Charles Schwab & Company.
Team overview
51 AVG AGE
$25.8M AVG AUM / ADVISOR
$716.5K AVG AUM / CLIENT
15 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
CHRISTOPHER ROBINSON MULLIS
Chief Executive Officer, Financial Advisor, General Partner
- CRD
- #5666042
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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J
JAMES ANDREW IRWIN
Advisor
- CRD
- #5666044
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $51,588,229 | -- |
| Non-Discretionary | $0 | -- |
| Total | $51,588,229 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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