{
  "crd_number": 315860,
  "slug": "american-fundstars-irvine-ca-315860",
  "primary_business_name": "AMERICAN FUNDSTARS",
  "legal_name": "AMERICAN FUNDSTARS FINANCIAL GROUP LLC",
  "dbas": [],
  "city": "Irvine",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-08-05",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2025-12-25",
  "carried_forward": false,
  "raum_total": 332687583.0,
  "raum_discretionary": 18890309.0,
  "raum_non_discretionary": 313797274.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 14,
  "advisory_employees": 9,
  "client_count_bucket": null,
  "clients_by_type": {
    "high_net_worth_individuals": {
      "raum": 190682635.0,
      "count": 421
    },
    "pooled_investment_vehicles": {
      "raum": 25002167.0,
      "count": 3
    },
    "corporations_other_businesses": {
      "raum": 117002781.0,
      "count": 39
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA"
  ],
  "websites": [
    "https://americanfundstars.com",
    "https://instagram.com/americanfundstars",
    "https://linkedin.com/company/98782663/admin/dashboard",
    "https://x.com/amfundstars"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/315860",
  "city_as_filed": "IRVINE",
  "url": "https://advisorcensus.com/firm/american-fundstars-irvine-ca-315860",
  "display_name": "American Fundstars",
  "summary": "American Fundstars is an SEC-registered investment advisory firm in Irvine, CA, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated December 25, 2025.",
  "citation": "AdvisorCensus. American Fundstars (CRD 315860): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is American Fundstars compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), American Fundstars reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees."
    },
    {
      "q": "Where is American Fundstars located?",
      "a": "American Fundstars' principal office is in Irvine, CA, according to its Form ADV."
    },
    {
      "q": "Is American Fundstars registered with the SEC or a state?",
      "a": "American Fundstars is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 315860."
    },
    {
      "q": "How much does American Fundstars manage?",
      "a": "American Fundstars reports $332,687,583 in regulatory assets under management in its Form ADV filing dated December 25, 2025 (6% discretionary)."
    },
    {
      "q": "How have American Fundstars' assets and staff changed since 2022?",
      "a": "In the Form ADV data for American Fundstars: Regulatory assets under management: $105,699,967 in the October 2022 data and $332,687,583 in the October 2026 data, up 215%. Total employees: 11 in October 2022 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does American Fundstars serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (421); corporations or other businesses not listed above (39); pooled investment vehicles (other than investment companies and business development companies) (3)."
    },
    {
      "q": "Which custodians does American Fundstars use?",
      "a": "American Fundstars' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does American Fundstars report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/315860"
    },
    {
      "q": "Does American Fundstars state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated December 25, 2025 says: \"Our minimum account size requirement is $50,000, which may be waived at the firm’s sole discretion.\""
    },
    {
      "q": "What changed in American Fundstars' recent Form ADV filings?",
      "a": "In the January 2026 filing data: Regulatory assets under management went from $276,608,065 to $332,687,583 (+20%). No longer lists the business name American Fundstars Insurance Agency."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 105699967.0,
      "total_employees": 11,
      "filing_date": "2022-07-05"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 114873477.0,
      "total_employees": 15,
      "filing_date": "2023-03-22"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 222912802.0,
      "total_employees": 18,
      "filing_date": "2024-09-10"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 276608065.0,
      "total_employees": 21,
      "filing_date": "2025-04-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 332687583.0,
      "total_employees": 14,
      "filing_date": "2025-12-25"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Regulatory assets under management went from $276,608,065 to $332,687,583 (+20%).",
        "No longer lists the business name American Fundstars Insurance Agency."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated December 25, 2025",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$50,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $50,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Our minimum account size requirement is $50,000, which may be waived at the firm’s sole discretion."
        ]
      }
    ],
    "quotes": [
      "Our minimum account size requirement is $50,000, which may be waived at the firm’s sole discretion."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/american-fundstars-irvine-ca-315860.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 421,
      "fewer_than_5": false,
      "raum": 190682635.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 3,
      "fewer_than_5": false,
      "raum": 25002167.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 39,
      "fewer_than_5": false,
      "raum": 117002781.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/315860",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}