MINNEAPOLIS, MNCRD 323765Latest ADV February 6, 2026
All Star Financial is an SEC registered investment adviser organized as a limited liability company with a primary office location in Minneapolis, MN. Its latest Form ADV filing, dated February 6, 2026, reports $882M in regulatory assets under management, 14 employees, and 1,839 accounts.
Assets Under Management
$882M
Employees
14
Offices
--
Total Clients
558
Primary office
MINNEAPOLIS, MN
3800 AMERICAN BLVD WEST, SUITE 620, MINNEAPOLIS, MN, United States
Top client segmentIndividuals represent 63.3% of total clients.
Top client categories% of clientsClients
1
Individuals
63.3%
353
2
HNWI
33.7%
188
3
Pension Plans
2.0%
11
4
Charitable
0.5%
3
5
Corporations
0.5%
3
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$882Mas of February 6, 2026
Discretionary100.0%
$882M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$882M
Total Accounts1,839
10Y AUM Change+$229M (+35.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee40:1
10Y Employee Change-3 (-17.6%)
* 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.