RIA IntelAdvisersNorth CarolinaNORTHSTAR CAPITAL ADVISORS LLC

NORTHSTAR CAPITAL ADVISORS LLC

Advisory

NC

Data as of Mar 29, 2026 · Source: SEC Form ADV

Rank in NC
#516
of 516 advisers by AUM
Average account
$305K
across 169 accounts
AUM per adviser
$26M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 29, 2026.

Total AUM
$52M
1-Year AUM Growth
3-Year CAGR
Employees
2
Assets Under Management
Total AUM$52M
Discretionary AUM$52M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients72
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InAL, NC
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NC

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

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