# Northstar Capital Advisors LLC

> Northstar Capital Advisors LLC is a state-registered investment advisory firm in Charlotte, NC, registered since 2009, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 29, 2026.

- CRD: 150004
- Filed as: NORTHSTAR CAPITAL ADVISORS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Charlotte, NC
- Filing period: October 2026
- Form ADV filing dated: March 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/150004
- AdvisorCensus page: https://advisorcensus.com/firm/northstar-capital-advisors-llc-charlotte-nc-150004

## Quick answers

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

**Where is Northstar Capital Advisors LLC located?**
Northstar Capital Advisors LLC's principal office is in Charlotte, NC, according to its Form ADV.

**Is Northstar Capital Advisors LLC registered with the SEC or a state?**
Northstar Capital Advisors LLC is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 150004.

**How much does Northstar Capital Advisors LLC manage?**
Northstar Capital Advisors LLC reports $51,588,229 in regulatory assets under management in its Form ADV filing dated March 29, 2026 (100% discretionary).

**What types of clients does Northstar Capital Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (40); high net worth individuals (32).

**Does Northstar Capital Advisors LLC 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/150004

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $51,588,229
- Discretionary: $51,588,229
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 40 | $10,699,994 |
| High net worth individuals | 32 | $40,856,186 |
| Charitable organizations | Fewer than 5 | $32,049 |

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

### Firm details
- Registered since: 2009 (17 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- asknorthstar.com
- nstarcapital.com
- retirenorth.com
- Facebook @NORTHSTARCAPITAL
- LinkedIn @5059439
- X @NSCAPITAL

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Northstar Capital Advisors LLC (CRD 150004): Form ADV filing data as of October 2026.