Hedge Fund Database

FOURSTAR WEALTH ADVISORS, LLC

Adviser information for FOURSTAR WEALTH ADVISORS, LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 43
Investment Advisory/Research 39
Registered Broker-Dealer Representatives 7
Registered State Investment Advisers 39
Licensed Agents of an Insurance Company 19
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 2,940 $1.0B
Non-Discretionary 0 $0
Total 2,940 $1.0B

Clients

Type Number RAUM
Individuals 1,012 $261.6M
HNW Individuals 214 $699.3M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 2 $1.5M
Pension and profit sharing plans 21 $55.9M
Charitable organizations 2 $565,276
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 1
No. of Financial Planning Clients 51-100

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPension consulting servicesSelection of other advisers (including private fund managers)
Compensation % of AUMHourly chargesFixed fees
Other Business Activities Insurance broker or agent

Identifiers

SEC RIA File Number 801-110467
SEC ERA File Number 801-110467
SEC CIK Numbers None
SEC CRD Numbers 169613
Legal Entity Identifier None

Principal Office

1 N. LASALLE STREET
SUITE 2225
CHICAGO
IL
United States
Monday - Friday, 8:30 AM TO 4:30 PM
Tel: (312) 667-1750, Fax: (312) 724-8585

Websites

main.advisoryoptionsforcpas.com main.cutmyfeesinhalf.com www.lifelongincome.com timeto.planyourexitstrategy.com theleadershipmatrix.blog/ advice.fieldstonefinancial.com www.fourstarwealth.com www.fieldstonefinancial.com www.optfinancialstrategies.com/ collarstocks.blog/ sustainableretirementincome.com/ todaysmarketexplained.com/ main.fieldstonefinancial.com financialadvisorsworkshop.com/

Chief Compliance Officer

BRIAN L KASAL
CEO
1 N. LASALLE STREET
SUITE 2225
CHICAGO
IL
United States
Tel: (312) 667-1750
Fax: 312-724-8585
(Full email address available in API data)

Regulatory Contact

LAURA SWANSON
DIRECTOR OF OPERATIONS
1 N. LASALLE STREET
SUITE 2225
CHICAGO
IL
United States
Tel: 312-667-1759
Fax: 312-724-8585
(Full email address available in API data)

Industry Affiliates

ALTERNATIVE INCOME FUND MANAGER LLC Sponsor, GP, manager of pooled investment vehicles
ALTERNATIVE OPPORTUNITY FUND MANAGER LLC Sponsor, GP, manager of pooled investment vehicles
FOURSTAR INSURANCE SERVICES, LLC Insurance company or agency
OPTIMIZED BENEFITS Insurance company or agency
SULLIVAN & SULLIVAN LTD. Accountant or accounting firm

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
DIVERSIFIED ALTERNATIVE INCOME FUND LP OTHER INVESTMENT FUND $1.0M $0.1M 1
DIVERSIFIED ALTERNATIVE OPPORTUNITY FUND LP OTHER INVESTMENT FUND $0.5M $0.1M 1

Control Persons

Name Type Entity Title Since Ownership
KASAL, BRIAN, LANCE Individual – CHIEF EXECUTIVE OFFICER 06/2014 < 5%
KASAL, BRIAN, LANCE Individual BRIAN L. KASAL LIVING TRUST DTD TRUSTEE 03/1998 > 75%
KASAL, BRIAN, LANCE Individual KASAL FAMILY TRUST TRUSTEE 06/2014 25-50%
KASAL, BRIAN, LANCE Individual – CHIEF COMPLIANCE OFFICER 11/2019 < 5%
FOURSTAR HOLDINGS LLC Domestic Entity – MEMBER 02/2020 > 75%
BRIAN L KASAL LIVING TRUST Domestic Entity FOURSTAR HOLDINGS LLC TRUST 03/1998 > 75%
KASAL FAMILY TRUST Domestic Entity FOURSTAR HOLDINGS LLC TRUST 06/2014 25-50%

No. Employees, Historic

5025020192020202120222023202420255 on 9/16/20195 on 10/25/20195 on 11/5/20195 on 12/20/20195 on 2/7/202019 on 4/20/202019 on 4/27/202019 on 6/24/202019 on 7/21/202019 on 7/21/202019 on 9/9/202025 on 3/31/202125 on 11/15/202125 on 1/3/202226 on 3/29/202226 on 9/25/202226 on 10/27/202226 on 1/26/202329 on 3/31/202329 on 4/1/202329 on 5/21/202329 on 6/8/202329 on 7/10/202329 on 7/10/202329 on 9/11/202329 on 10/1/202329 on 2/13/202429 on 2/26/202429 on 3/18/202443 on 3/29/202443 on 3/29/2024

RAUM, Historic

2B1B02019202020212022202320242025338000000 on 9/16/2019338000000 on 10/25/2019338000000 on 11/5/2019338000000 on 12/20/2019338000000 on 2/7/2020344512369 on 4/20/2020344512369 on 4/27/2020344512369 on 6/24/2020344512369 on 7/21/2020344512369 on 7/21/2020344512369 on 9/9/2020487829283 on 3/31/2021487829283 on 11/15/2021487829283 on 1/3/2022604467943 on 3/29/2022604467943 on 9/25/2022604467943 on 10/27/2022604467943 on 1/26/2023677126448 on 3/31/2023677126448 on 4/1/2023677126448 on 5/21/2023677126448 on 6/8/2023677126448 on 7/10/2023677126448 on 7/10/2023677126448 on 9/11/2023677126448 on 10/1/2023677126448 on 2/13/2024677126448 on 2/26/2024677126448 on 3/18/20241018874410 on 3/29/20241018874410 on 3/29/2024

No. Clients, Historic

2,0001,00002019202020212022202320242025450 on 9/16/2019450 on 10/25/2019450 on 11/5/2019450 on 12/20/2019450 on 2/7/2020472 on 4/20/2020472 on 4/27/2020472 on 6/24/2020472 on 7/21/2020472 on 7/21/2020472 on 9/9/2020799 on 3/31/2021799 on 11/15/2021799 on 1/3/2022793 on 3/29/2022793 on 9/25/2022793 on 10/27/2022793 on 1/26/20231044 on 3/31/20231044 on 4/1/20231044 on 5/21/20231044 on 6/8/20231044 on 7/10/20231044 on 7/10/20231044 on 9/11/20231044 on 10/1/20231044 on 2/13/20241044 on 2/26/20241044 on 3/18/20241251 on 3/29/20241251 on 3/29/2024