# Northstar Investment Advisory LLC

> Northstar Investment Advisory LLC is an SEC-registered investment advisory firm in West Hollywood, CA, registered since 2021, with no regulatory assets under management reported in its Form ADV filing dated April 24, 2026.

- CRD: 315965
- Filed as: NORTHSTAR INVESTMENT ADVISORY LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: West Hollywood, CA
- Filing period: October 2026
- Form ADV filing dated: April 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/315965
- AdvisorCensus page: https://advisorcensus.com/firm/northstar-investment-advisory-llc-west-hollywood-ca-315965

## Quick answers

**How is Northstar Investment Advisory LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Northstar Investment Advisory LLC reports these compensation arrangements: fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Northstar Investment Advisory LLC located?**
Northstar Investment Advisory LLC's principal office is in West Hollywood, CA, according to its Form ADV.

**Is Northstar Investment Advisory LLC registered with the SEC or a state?**
Northstar Investment Advisory LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 315965.

**How have Northstar Investment Advisory LLC's assets and staff changed since 2022?**
In the Form ADV data for Northstar Investment Advisory LLC: Total employees: 15 in October 2022 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Northstar Investment Advisory LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (24,560).

**Does Northstar Investment Advisory 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/315965

**What changed in Northstar Investment Advisory LLC's recent Form ADV filings?**
In the May 2026 filing data: Registered or notice-filed in AK. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 24,560 | $0 |
| 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)
- Financial planning services
- Educational seminars/workshops

### Firm details
- Registered since: 2021 (4 years)
- Employees: 10 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- northstarmoney.com
- Facebook @northstarmoney
- LinkedIn @northstarmoney
- X @northstarmoney

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | Not reported | 15 | August 5, 2022 |
| October 2023 | Not reported | 20 | May 30, 2023 |
| October 2024 | Not reported | 12 | September 10, 2024 |
| October 2025 | Not reported | 13 | February 21, 2025 |
| October 2026 | Not reported | 10 | April 24, 2026 |

Total employees: 15 in October 2022 and 10 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Registered or notice-filed in AK.
- Updated its list of owners and control persons (Schedule A).

### March 2026
- Employees performing advisory functions went from 12 to 9.
- Registered or notice-filed in WY.
- Updated its list of owners and control persons (Schedule A).

### February 2026
- No longer lists an office in Lubbock, TX.
- No longer lists an office in Syracuse, NY.

### December 2025
- Updated its list of owners and control persons (Schedule A).

### November 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Northstar Investment Advisory LLC (CRD 315965): Form ADV filing data as of October 2026.