RIA Intel›Advisers›Michigan›ADESTELLA INVESTMENT MANAGEMENT LLC

ADESTELLA INVESTMENT MANAGEMENT LLC

Advisory

Data as of Feb 18, 2026 · Source: SEC Form ADV

Average account

$189K

across 12 accounts

AUM per adviser

$2M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 18, 2026.

Total AUM

$2M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$2M

Discretionary AUM$2M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients12

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMI

Succession Risk

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

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

12 clients

11 high-net-worth

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

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Advisers of similar size in MI

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

CORNERSTONE ASSET MANAGEMENT, LLC

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FREEDOM FINANCIAL PLANNING SOLUTIONS, LLC

$2M

QUAYLE, ROBERT ALLEN

GRAND BLANC, MI

$2M

CONVERT FINANCIAL SERVICES LLC

$2M

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