# Fleetstar Financial

> Fleetstar Financial is a state-registered investment advisory firm in Boston, MA, registered since 2013, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 168380
- Filed as: FLEETSTAR FINANCIAL
- Legal name: Fleetstar Advisors, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/168380
- AdvisorCensus page: https://advisorcensus.com/firm/fleetstar-financial-boston-ma-168380

## Quick answers

**How is Fleetstar Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Fleetstar Financial reports these compensation arrangements: a percentage of assets under its management; other.

**Where is Fleetstar Financial located?**
Fleetstar Financial's principal office is in Boston, MA, according to its Form ADV.

**Is Fleetstar Financial registered with the SEC or a state?**
Fleetstar Financial is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 168380.

**How much does Fleetstar Financial manage?**
Fleetstar Financial reports $1,064,059 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (0% discretionary).

**What types of clients does Fleetstar Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (6).

**Does Fleetstar Financial report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/168380

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Regulatory assets under management (Item 5.F)
- Total: $1,064,059
- Discretionary: $0
- Non-discretionary: $1,064,059

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $1,064,059 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2013 (13 years)
- Employees: 5 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, FL, MA, NC, NH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- fleetstar.com
- Facebook @fleetstarfinancial
- Instagram @fleetstarfinancial
- LinkedIn @fleetstarfinancial
- YouTube @fleetstarfinancial

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fleetstar Financial (CRD 168380): Form ADV filing data as of October 2026.