AdvisorCensus / Financial advisors / Florida / Miami / Whitestar Advisors, LLC
Whitestar Advisors, LLC is an SEC-registered investment advisory firm in Boca Raton, FL, registered since 2003, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.
Quick answers
From the filingHow is Whitestar Advisors, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Whitestar Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees.
Where is Whitestar Advisors, LLC located?
Whitestar Advisors, LLC's principal office is in Boca Raton, FL, according to its Form ADV.
Is Whitestar Advisors, LLC registered with the SEC or a state?
Whitestar Advisors, LLC is an SEC-registered investment advisory firm, registered since 2003. Status as filed: Approved. CRD 124627.
How much does Whitestar Advisors, LLC manage?
Whitestar Advisors, LLC reports $454,480,753 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).
How have Whitestar Advisors, LLC's assets and staff changed since 2021?
In the Form ADV data for Whitestar Advisors, LLC: Regulatory assets under management: $672,949,882 in the October 2021 data and $454,480,753 in the October 2026 data, down 32%. Total employees: 13 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Whitestar Advisors, LLC serve?
By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (27).
Does Whitestar 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 SEC record: https://adviserinfo.sec.gov/firm/summary/124627
Does Whitestar Advisors, LLC state an account minimum?
Its Form ADV Part 2A brochure dated March 24, 2026 says: "There is no minimum requirement for opening an account."
What changed in Whitestar Advisors, LLC's recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 5 to 4. Regulatory assets under management went from $569,395,112 to $454,480,753 (-20%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: None
The brochure's wording
There is no minimum requirement for opening an account.
As stated in the firm's Form ADV Part 2A brochure dated March 24, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$454,480,753 as of October 2026, filing dated March 24, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Other
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2003 (23 years)
- Employees
- Total: 8. Performing investment advisory functions: 4.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $454,480,753 | 8 | March 24, 2026 |
| October 2025 | $569,395,112 | 10 | March 31, 2025 |
| October 2024 | $530,336,654 | 12 | March 26, 2024 |
| October 2023 | $599,598,181 | 10 | April 3, 2023 |
| October 2022 | $572,695,372 | 10 | March 30, 2022 |
| October 2021 | $672,949,882 | 13 | March 31, 2021 |
Regulatory assets under management: $672,949,882 in the October 2021 data and $454,480,753 in the October 2026 data, down 32%.
Total employees: 13 in October 2021 and 8 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 5 to 4.
- Regulatory assets under management went from $569,395,112 to $454,480,753 (-20%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Whitestar Advisors, LLC (CRD 124627): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/whitestar-advisors-llc-boca-raton-fl-124627