# American Fundstars

> 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.

- CRD: 315860
- Filed as: AMERICAN FUNDSTARS
- Legal name: American Fundstars Financial Group LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Irvine, CA
- Filing period: October 2026
- Form ADV filing dated: December 25, 2025
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/315860
- AdvisorCensus page: https://advisorcensus.com/firm/american-fundstars-irvine-ca-315860

## Quick answers

**How is American Fundstars compensated?**
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.

**Where is American Fundstars located?**
American Fundstars' principal office is in Irvine, CA, according to its Form ADV.

**Is American Fundstars registered with the SEC or a state?**
American Fundstars is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 315860.

**How much does American Fundstars manage?**
American Fundstars reports $332,687,583 in regulatory assets under management in its Form ADV filing dated December 25, 2025 (6% discretionary).

**How have American Fundstars' assets and staff changed since 2022?**
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.

**What types of clients does American Fundstars serve?**
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).

**Which custodians does American Fundstars use?**
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.

**Does American Fundstars report any disciplinary disclosures?**
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

**Does American Fundstars state an account minimum?**
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."

**What changed in American Fundstars' recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated December 25, 2025)

- Account minimum: $50,000 (the brochure says it may be waived or negotiated)

> Our minimum account size requirement is $50,000, which may be waived at the firm’s sole discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $332,687,583
- Discretionary: $18,890,309
- Non-discretionary: $313,797,274

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 421 | $190,682,635 |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $25,002,167 |
| Corporations or other businesses not listed above | 39 | $117,002,781 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 14 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- americanfundstars.com
- Instagram @americanfundstars
- LinkedIn @98782663
- X @amfundstars

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $105,699,967 | 11 | July 5, 2022 |
| October 2023 | $114,873,477 | 15 | March 22, 2023 |
| October 2024 | $222,912,802 | 18 | September 10, 2024 |
| October 2025 | $276,608,065 | 21 | April 25, 2025 |
| October 2026 | $332,687,583 | 14 | December 25, 2025 |

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.

## Changes in the filing (last 12 months)

### January 2026
- Regulatory assets under management went from $276,608,065 to $332,687,583 (+20%).
- No longer lists the business name American Fundstars Insurance Agency.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. American Fundstars (CRD 315860): Form ADV filing data as of October 2026.