RIA Intel›Advisers›Ohio›4 STAR ADVISORY SERVICES LLC

4 STAR ADVISORY SERVICES LLC

Advisory

LANCASTER, OH

Data as of Jul 15, 2026 · Source: SEC Form ADV

Average account

$64K

across 132 accounts

AUM per adviser

$9M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 15, 2026.

Total AUM

$9M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$9M

Discretionary AUM$9M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients67

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

67 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in OH

Closest by assets under management. All figures from Form ADV.

KURFEES CAPITAL MANAGEMENT, LLC

$9M

WINNER, DAVID L

$8M

KLD WEALTH MANAGEMENT LLC

$9M

RICHARD MILLER FINANCIAL SERVICES, LLC

$8M

PECK & ASSOCIATES, LLC

INDEPENDENCE, OH

$9M

CBIZ FINANCIAL SOLUTIONS, INC.

$9M

Get the full picture on 4 STAR ADVISORY SERVICES LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track 4 STAR ADVISORY SERVICES LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans