# Everstar Asset Management, LLC

> Everstar Asset Management, LLC is an SEC-registered investment advisory firm in Mooresville, NC, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 4, 2026.

- CRD: 313334
- Filed as: EVERSTAR ASSET MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Mooresville, NC
- Filing period: October 2026
- Form ADV filing dated: May 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/313334
- AdvisorCensus page: https://advisorcensus.com/firm/everstar-asset-management-llc-mooresville-nc-313334

## Quick answers

**How is Everstar Asset Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Everstar Asset Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Everstar Asset Management, LLC located?**
Everstar Asset Management, LLC's principal office is in Mooresville, NC, according to its Form ADV; the June 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Everstar Asset Management, LLC registered with the SEC or a state?**
Everstar Asset Management, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 313334.

**How much does Everstar Asset Management, LLC manage?**
Everstar Asset Management, LLC reports $336,741,565 in regulatory assets under management in its Form ADV filing dated May 4, 2026 (99% discretionary).

**How have Everstar Asset Management, LLC's assets and staff changed since 2024?**
In the Form ADV data for Everstar Asset Management, LLC: Regulatory assets under management: $131,435,199 in the October 2024 data and $336,741,565 in the October 2026 data, up 156%. Total employees: 10 in October 2024 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Everstar Asset Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (764); high net worth individuals (352); other (11).

**Which custodians does Everstar Asset Management, LLC use?**
Everstar Asset Management, LLC's 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 Everstar Asset Management, LLC 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/313334

**What changed in Everstar Asset Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 6 to 9. Registered or notice-filed in GA. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Performance-based fees

### 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: $336,741,565
- Discretionary: $333,922,565
- Non-discretionary: $2,819,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 764 | $77,487,936 |
| High net worth individuals | 352 | $141,621,130 |
| Pooled investment vehicles (other than investment companies and business development companies) | 5 | $111,689,395 |
| Other | 11 | $5,943,104 |

### Advisory services (Item 5.G)
- Financial planning services
- 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
- Educational seminars/workshops

### Firm details
- Registered since: 2023 (2 years)
- Employees: 13 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, GA, IA, IL, NC, NJ, NY, OH, PA, SC, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Cornelius, NC

### Websites listed on Form ADV (Item 1.I)
- everstarassetmanagement.com
- planwithaws.com
- LinkedIn @advancedwealth
- LinkedIn @everstar-asset-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $131,435,199 | 10 | March 22, 2024 |
| October 2025 | $311,456,457 | 10 | July 11, 2025 |
| October 2026 | $336,741,565 | 13 | May 4, 2026 |

Regulatory assets under management: $131,435,199 in the October 2024 data and $336,741,565 in the October 2026 data, up 156%.
Total employees: 10 in October 2024 and 13 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 6 to 9.
- Registered or notice-filed in GA.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Everstar Asset Management, LLC (CRD 313334): Form ADV filing data as of October 2026.