# 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.

- CRD: 124627
- Filed as: WHITESTAR ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boca Raton, FL
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/124627
- AdvisorCensus page: https://advisorcensus.com/firm/whitestar-advisors-llc-boca-raton-fl-124627

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 24, 2026)

- Account minimum: None

> There is no minimum requirement for opening an account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $454,480,753
- Discretionary: $454,480,753
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $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) | 27 | $454,480,753 |
| 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)
- Other

### Firm details
- Registered since: 2003 (23 years)
- Employees: 8 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- whitestarllc.com
- LinkedIn @whitestar-advisors-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $672,949,882 | 13 | March 31, 2021 |
| October 2022 | $572,695,372 | 10 | March 30, 2022 |
| October 2023 | $599,598,181 | 10 | April 3, 2023 |
| October 2024 | $530,336,654 | 12 | March 26, 2024 |
| October 2025 | $569,395,112 | 10 | March 31, 2025 |
| October 2026 | $454,480,753 | 8 | March 24, 2026 |

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.

## 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Whitestar Advisors, LLC (CRD 124627): Form ADV filing data as of October 2026.