# Megstar Financial Management Inc.

> Megstar Financial Management Inc. is a state-registered investment advisory firm, registered since 1993, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 24, 2026.

- CRD: 125514
- Filed as: MEGSTAR FINANCIAL MANAGEMENT INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: April 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/125514
- AdvisorCensus page: https://advisorcensus.com/firm/megstar-financial-management-inc-125514

## Quick answers

**How is Megstar Financial Management Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Megstar Financial Management Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Megstar Financial Management Inc. registered with the SEC or a state?**
Megstar Financial Management Inc. is a state-registered investment advisory firm, registered since 1993. Status as filed: APPROVED. CRD 125514.

**How much does Megstar Financial Management Inc. manage?**
Megstar Financial Management Inc. reports $32,300,489 in regulatory assets under management in its Form ADV filing dated April 24, 2026 (100% discretionary).

**What types of clients does Megstar Financial Management Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (21).

**Does Megstar Financial Management Inc. 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/125514

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $32,300,489
- Discretionary: $32,300,489
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 21 | $32,300,489 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1993 (33 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Megstar Financial Management Inc. (CRD 125514): Form ADV filing data as of October 2026.