# Northstar Advisory Group, LLC

> Northstar Advisory Group, LLC is an SEC-registered investment advisory firm in Northfield, NJ, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 6, 2026.

- CRD: 306850
- Filed as: NORTHSTAR ADVISORY GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Northfield, NJ
- Filing period: October 2026
- Form ADV filing dated: March 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/306850
- AdvisorCensus page: https://advisorcensus.com/firm/northstar-advisory-group-llc-northfield-nj-306850

## Quick answers

**How is Northstar Advisory Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Northstar Advisory Group, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Northstar Advisory Group, LLC located?**
Northstar Advisory Group, LLC's principal office is in Northfield, NJ, according to its Form ADV.

**Is Northstar Advisory Group, LLC registered with the SEC or a state?**
Northstar Advisory Group, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 306850.

**How much does Northstar Advisory Group, LLC manage?**
Northstar Advisory Group, LLC reports $377,038,369 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (100% discretionary).

**How have Northstar Advisory Group, LLC's assets and staff changed since 2021?**
In the Form ADV data for Northstar Advisory Group, LLC: Regulatory assets under management: $170,217,177 in the October 2021 data and $377,038,369 in the October 2026 data, up 122%. Total employees: 7 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Northstar Advisory Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (248); high net worth individuals (113); pension and profit sharing plans (but not the plan participants or government pension plans) (6).

**Which custodians does Northstar Advisory Group, LLC use?**
Northstar Advisory Group, 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 Northstar Advisory Group, 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/306850

**Does Northstar Advisory Group, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 26, 2026 says: "NorthStar Advisory Group generally does not impose a minimum relationship size, however certain Independent Managers may impose a minimum fee."

**What changed in Northstar Advisory Group, LLC's recent Form ADV filings?**
In the April 2026 filing data: Registered or notice-filed in IL.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated February 26, 2026)

- Account minimum: None

> NorthStar Advisory Group generally does not impose a minimum relationship size, however certain Independent Managers may impose a minimum fee.

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: $377,038,369
- Discretionary: $377,038,369
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 248 | $85,346,352 |
| High net worth individuals | 113 | $277,957,017 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $6,600,000 |
| Charitable organizations | 5 | $7,135,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2020 (6 years)
- Employees: 9 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, IL, NC, NJ, NY, PA, SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- thenorthstaradvisorygroup.com
- YouTube @TheNorthStarAG

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $170,217,177 | 7 | July 6, 2021 |
| October 2022 | $225,428,966 | 6 | March 31, 2022 |
| October 2023 | $213,289,575 | 6 | March 23, 2023 |
| October 2024 | $253,096,553 | 4 | March 25, 2024 |
| October 2025 | $334,414,208 | 7 | February 19, 2025 |
| October 2026 | $377,038,369 | 9 | March 6, 2026 |

Regulatory assets under management: $170,217,177 in the October 2021 data and $377,038,369 in the October 2026 data, up 122%.
Total employees: 7 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Registered or notice-filed in IL.

### March 2026
- Regulatory assets under management went from $334,414,208 to $377,038,369 (+13%).

### January 2026
- No longer registered or notice-filed in CT.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Northstar Advisory Group, LLC (CRD 306850): Form ADV filing data as of October 2026.