Fourstar Wealth Advisors, Llc
SEC-registered
Insurance-Affiliated · Mid-sized ($1B–$10B)
CRD 169613
· SEC file 801-110467
· Chicago, IL
· TIMETO.PLANYOUREXITSTRATEGY.COM
☆ Save with Pro
ADV data as of Mar 31, 2026
- Regulatory AUM
- $1.4B
- Discretionary
- $1.4B
- Clients
- 1,798
- Avg AUM / client
- $790K
- Accounts
- 3,691
- Employees
- 48
AUM over time
$0
$1.4B
Jun 2014
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,466 | $397M | 27.9% |
| High net worth individuals | 287 | $968M | 68.2% |
| Pooled investment vehicles (non-investment companies) | 2 | $8.1M | 0.57% |
| Pension and profit sharing plans | 27 | $31.8M | 2.24% |
| Charitable organizations | 4 | $8.7M | 0.61% |
| Corporations and other businesses | 12 | $6.9M | 0.49% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Dec 2024 · $1.5M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Diversified Alternative Income Fund Lp | Other Private Fund | Delaware | $987K | 1 |
| Diversified Alternative Opportunity Fund Lp | Other Private Fund | Delaware | $506K | 1 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Outsourcing Strategies, Inc. 401(k) Profit Sharing Plan Outsourcing Strategies, Inc. | 2024 |
People (46)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brian Lance Kasal | Chief Executive Officer | Mar 1998 (28y) | 75% or more of Brian L. Kasal Living Trust Dtd (indirect) | |
| Christopher Thomas Reardon | Registered representative | Oct 2014 (12y) | ||
| Laura Patricia Swanson | Registered representative | Jul 2015 (11y) | ||
| Mark Andrew Harmon | Registered representative | Oct 2016 (10y) | ||
| Michael John Wyrostek | Registered representative | Feb 2017 (9y) | ||
| Bryan P Principe | Registered representative | Nov 2019 (7y) | ||
| Kurt J Mogilnicki | Registered representative | Dec 2019 (7y) | ||
| Raymond Joseph Sullivan | Registered representative | Jul 2020 (6y) | ||
| Lamartine Griffin Hardman | Registered representative | Oct 2020 (6y) | ||
| Kenneth Scott Roberts | Registered representative | Dec 2020 (6y) | ||
| Mark William Karstrom | Registered representative | Dec 2020 (6y) | ||
| Craig Robert Mcwilliams | Registered representative | Apr 2021 (5y) | ||
| John Joseph Walsh | Registered representative | Jul 2021 (5y) | ||
| Peggy Dessert Martin | Registered representative | Chartered Financial Consultant | Sep 2022 (4y) | |
| John Patrick Rice | Registered representative | Chartered Financial Consultant | Oct 2022 (4y) | |
| David Hugh Bindelglass | Registered representative | Nov 2022 (4y) | ||
| Anthony Joseph Scalia | Registered representative | Dec 2022 (4y) | ||
| John David Eberle | Registered representative | Feb 2023 (3y) | ||
| Sharif Azmi Sharif | Registered representative | Feb 2023 (3y) | ||
| Azmi Sharif | Registered representative | Feb 2023 (3y) | ||
| Catherine Dale Bearce | Registered representative | CFP Chartered Financial Consultant | Jun 2023 (3y) | |
| Liam C Duffy | Registered representative | Sep 2023 (3y) | ||
| Charles Erwin Brokop | Registered representative | Oct 2023 (3y) | ||
| Edward Thomas Munoz | Registered representative | Oct 2023 (3y) | ||
| Richard Gayle English | Registered representative | Chartered Financial Consultant | Nov 2023 (3y) | |
| Marc Cooper Lawrence | Registered representative | Jan 2024 (3y) | ||
| Edward George Kollada | Registered representative | CFP | Jan 2024 (3y) | |
| Tammy Lynn Roman | Registered representative | Jan 2024 (3y) | ||
| Perry R Bindelglass | Registered representative | Feb 2024 (2y) | ||
| James Robert Mcmiller | Registered representative | Mar 2024 (2y) | ||
| Dan Joseph Sklar | Registered representative | May 2024 (2y) | ||
| Richard Phillip Taylor | Registered representative | CFP | Jun 2024 (2y) | |
| Mark Ramos | Registered representative | Jul 2024 (2y) | ||
| Shailesh Narottam Negandhi | Registered representative | Nov 2024 (2y) | ||
| Nicholas William Ginnodo | Registered representative | Dec 2024 (2y) | ||
| Ryan Christopher Swiatek | Registered representative | Dec 2024 (2y) | ||
| Jessie K Kopp | Registered representative | Dec 2024 (2y) | ||
| Casey Alan Bright | Registered representative | CFP | Jan 2025 (2y) | |
| Craig Lee Martin | Registered representative | CFP Chartered Financial Consultant | Jan 2025 (2y) | |
| Nick Moylan | Registered representative | Jun 2025 (1y) | ||
| Ralph A. Jackson | Registered representative | Jun 2025 (1y) | ||
| Luke Pawelkiewicz | Registered representative | Nov 2025 (1y) | ||
| Don Carlton Leander | Registered representative | CFP | Feb 2026 (0y) | |
| Chad Magnus Tipps | Registered representative | Chartered Financial Consultant | Mar 2026 (0y) | |
| Evan S Kasal | Registered representative | May 2026 (0y) | ||
| Joseph Warren Mcvey | Registered representative | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Fourstar Holdings Llc | Member | Feb 2020 | A | 75% or more |
| Brian L Kasal Living Trust | Trust | Mar 1998 | B | ≈ 56.25% – 100% via Fourstar Holdings Llc |
| Kasal Family Trust | Trust | Jun 2014 | B | ≈ 18.75% – 50% via Fourstar Holdings Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Brian L Kasal Living Trust: 75% – 100% of Fourstar Holdings Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Kasal Family Trust: 25% – 50% of Fourstar Holdings Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $1.5M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Diversified Alternative Income Fund Lp | Other Private Fund | $987K | $50.0K | 1 |
| Diversified Alternative Opportunity Fund Lp | Other Private Fund | $506K | $100K | 1 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Outsourcing Strategies, Inc. 401(k) Profit Sharing Plan | Outsourcing Strategies, Inc. | 2,079 | $34.4M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.91 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $851M (60% of AUM) Mar 2026
- Raymond James $168M (12% of AUM) Mar 2026
- American Funds Capital Group $28.7M (4% of AUM) Mar 2024
- RBC $4.3M (1% of AUM) Sep 2020
- Interactive Brokers $2.0K (0% of AUM) Sep 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗