RIA IntelAdvisersNew HampshireNORTHSTAR CAPITAL ADVISORS, INC.

NORTHSTAR CAPITAL ADVISORS, INC.

Advisory

DERRY, NH

Data as of Mar 3, 2026 · Source: SEC Form ADV

Rank in NH
#128
of 141 advisers by AUM
AUM change, 1 year
-8.0%
23rd percentile in NH
AUM CAGR, 3 year
+0.6%
compound annual growth
Average account
$1M
across 46 accounts
AUM per adviser
$32M
2 advisers
Filing history
26
filings since 2001

Source: SEC Form ADV. Figures as filed Mar 3, 2026.

Total AUM
$65M
1-Year AUM Growth
-8.0%
3-Year CAGR
+0.6%
Employees
3
Assets Under Management
Total AUM$65M
Discretionary AUM$65M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients46
Team
Total Employees3
Investment Advisers2
Employee Growth (1Y)
Filing History
Total Filings on Record26
First FilingFeb 28, 2001
Latest FilingMar 3, 2026
Full AUM trend chart and 26 historical filings spanning 25+ years
Included with Pro
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InMA, NH
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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