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NAUTICAL STAR FINANCIAL GROUP LLC

Advisory

LAS COLINAS, TX

Data as of Mar 19, 2026 · Source: SEC Form ADV

Rank in TX
#1,685
of 2,813 advisers by AUM
Average account
$341K
across 168 accounts
AUM per adviser
$14M
4 advisers

Source: SEC Form ADV. Figures as filed Mar 19, 2026.

Total AUM
$57M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
5
Assets Under Management
Total AUM$57M
Discretionary AUM$46M
Non-Discretionary AUM$12M
Discretionary %79.4%
Total Clients75
Team
Total Employees5
Investment Advisers4
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InID, NV, TX, WA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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

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