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Firm profile

Everstar Asset Management, LLC

MOORESVILLE, NCCRD 313334Latest ADV May 4, 2026

Everstar Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Mooresville, NC. Its latest Form ADV filing, dated March 27, 2026, reports $337M in regulatory assets under management, 13 employees, 1 office, and 1,132 accounts.

Assets Under Management
$337M
Employees
13
Offices
1 office
Total Clients
1,132
Primary office
MOORESVILLE, NC
108 GATEWAY BLVD., SUITE 204, MOORESVILLE, NC, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOLee C. Larson
CCOLee C. Larson
COODouglas T. Mcconoughey

Advisory services offered

5 types reported
Educational seminars/workshops
Financial Planning Services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Hourly charges
Performance-based fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 67.5% of total clients.
Top client categories% of clientsClients
1
Individuals
67.5%
764
2
HNWI
31.1%
352
3
PLAN ASSETS ADVISORY CLIENTS
1.0%
11
4
Pooled Investment Vehicles
0.4%
5

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$337Mas of May 4, 2026
Discretionary99.2%
$334M
99% of total RAUM99.2%
Non-discretionary0.8%
$3M
1% of total RAUM0.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$337M
Total Accounts1,132
10Y AUM Change+$229M (+212.6%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees13
Clients per Employee87:1
10Y Employee Change+7 (+116.7%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.