Investment adviser · CRD 169613

FOURSTAR WEALTH ADVISORS, LLC

Investment adviser filing (IA)

CHICAGO, IL, United States · Form ADV filed Sep 30, 2026

Regulatory AUM
$1.42B
Form ADV · Item 5.F
Client accounts
3,691
Accounts, not individual clients
Employees
48
Reported in this filing
Advisory professionals
37
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals287$968,362,22368.2%
Individuals1,466$396,859,23027.9%
Retirement plans27$31,809,1682.2%
Charities4$8,654,9490.6%
Pooled investment vehicles2$8,071,7470.6%
Corporations & businesses12$6,933,1770.5%
Filing source

Form ADV 2135674 · Sep 30, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

2 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

DIVERSIFIED ALTERNATIVE INCOME FUND LPOther Private Fund · Last reported Sep 30, 2026$4.79MGross asset value

Form D fundraising filings

Diversified Alternative Income Fund, LP

Fund administrator OAKPOINT FUND SERVICES LLC AVON LAKE, Ohio, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Custodian INSPIRA FINANCIAL OAK BROOK, Illinois, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No
Fund details & source
Fund ID
805-8726864796
Reported beneficial owners
1
Minimum commitment
$50K
Form D file number
021-486950

Form ADV 2135674 · Sep 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

DIVERSIFIED ALTERNATIVE OPPORTUNITY FUND LPOther Private Fund · Last reported Sep 30, 2026$3.17MGross asset value

Form D fundraising filings

FourStar Wealth Advisors, LLC

Fund administrator OAKPOINT FUND SERVICES LLC AVON LAKE, Ohio, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Custodian INSPIRA FINANCIAL OAK BROOK, Illinois, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No
Fund details & source
Fund ID
805-8335994332
Reported beneficial owners
1
Minimum commitment
$100K
Form D file number
021-486927

Form ADV 2135674 · Sep 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Sep 30, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

1 N. LASALLE STREET, SUITE 2225
CHICAGO, IL, 60602, United States

CRD 169613

Filing source

Form ADV 2135674 · Sep 30, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.