Overview
Assets Under Management: $337 million
Headquarters: MOORESVILLE, NC
High-Net-Worth Clients: 352
Average Client Assets: $0.4 million
Frequently Asked Questions
EVERSTAR ASSET MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #313334), EVERSTAR ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
EVERSTAR ASSET MANAGEMENT, LLC is headquartered in MOORESVILLE, NC.
EVERSTAR ASSET MANAGEMENT, LLC serves 352 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, EVERSTAR ASSET MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and educational seminars and workshops. View all service details ↓
EVERSTAR ASSET MANAGEMENT, LLC manages $337 million in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, EVERSTAR ASSET MANAGEMENT, LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 352
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 42.06%
Average Client Assets: $0.4 million
Total Client Accounts: 1,132
Discretionary Accounts: 1,131
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 313334
Filing ID: 2082268
Last Filing Date: 2026-03-27 09:18:57