American Fundstars Financial Group Llc
SEC-registered
Insurance-Affiliated · Small ($100M–$1B)
CRD 315860
· SEC file 801-126339
· Irvine, CA
· www.linkedin.com
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ADV data as of Dec 25, 2025
- Regulatory AUM
- $333M
- Discretionary
- $18.9M
- Clients
- 463
- Avg AUM / client
- $719K
- Accounts
- 489
- Employees
- 14
AUM over time
$106M
$333M
Jul 2022
Sep 2025
Annual snapshots from Form ADV filings · as of Dec 25, 2025
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 421 | $191M | 57.3% |
| Pooled investment vehicles (non-investment companies) | 3 | $25.0M | 7.52% |
| Corporations and other businesses | 39 | $117M | 35.2% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C. Showing first 100 of 132.
People (19)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Fan Feng | Chief Executive Officer | Jun 2021 (5y) | Less than 5% | |
| Zhou, Leo | Partner | Dec 2021 (5y) | Less than 5% | |
| Zhiqi Liu | Chief Compliance Officer | Jan 2022 (5y) | Less than 5% | |
| Yiqi Wang | President | May 2022 (4y) | Less than 5% | |
| Li Sun La Cagnina | Registered representative | Mar 2022 (4y) | ||
| Meng Yuan | Registered representative | Mar 2022 (4y) | ||
| Gangming Liang | Registered representative | Jan 2023 (4y) | ||
| Bing Wang | Registered representative | Feb 2024 (2y) | ||
| Xiao Qiu | Registered representative | Feb 2024 (2y) | ||
| Ye Yuan | Registered representative | Feb 2024 (2y) | ||
| Yue Yu | Registered representative | May 2024 (2y) | ||
| Wenxuan Zhu | Registered representative | Sep 2024 (2y) | ||
| Keluo Zhao | Registered representative | Sep 2025 (1y) | ||
| Xiaohui Xia | Registered representative | Dec 2025 (1y) | ||
| Chahan Fu | Registered representative | Feb 2026 (0y) | ||
| Xuemei Zhang | Registered representative | Mar 2026 (0y) | ||
| Sheryl Haochen Liu | Registered representative | Apr 2026 (0y) | ||
| Daoda Wang | Registered representative | Jul 2026 (0y) | ||
| Jingxuan Wu | Registered representative | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| American Stars Group Inc. | Owner | Nov 2022 | A | 75% or more |
| Juven Dynasty Trust | Owner | Sep 2022 | B | ≈ 28.13% – 75% via Piero Management Llc |
| Piero Management Llc | Shareholder | Dec 2022 | B | ≈ 37.5% – 75% via American Stars Group Inc. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Juven Dynasty Trust: 75% – 100% of Piero Management Llc × 50% – 75% of American Stars Group Inc. × 75% – 100% direct ≈ 28.13% – 75% of the firm
- Piero Management Llc: 50% – 75% of American Stars Group Inc. × 75% – 100% direct ≈ 37.5% – 75% 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.
Retirement plans served (100)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Lorain County Community Action Agency 403(b) Thrif | Lorain County Community Action Agency | 301 | $4.0M | 08/01/2024 |
| Spokane Methodist Homes, Inc. Employee Retirement Savings Plan | Spokane United Methodist Homes, Inc | 472 | $15.1M | 06/01/2024 |
| H & M Construction Company, Inc. Employees' Profit Sharing And Retirement Plan | H & M Construction Company, Inc. | 268 | $30.1M | 05/01/2024 |
| 3 G Construction Co., Inc. 401(k) Plan | 3 G Construction Co., Inc. | 172 | $12.1M | 01/01/2024 |
| Load Trail 401(k) Plan | Load Trail Llc | 0 | $0 | 01/01/2024 |
| Defense Contracting, Inc. Retirement Trust | Defense Contracting, Inc. | 120 | $8.9M | 01/01/2024 |
| Akoya Retirement Plan | Akoya Biosciences, Inc | 166 | $18.0M | 01/01/2024 |
| The Santaluz Club, Inc. Employees Savings Trust | The Santaluz Club, Inc. | 128 | $6.8M | 01/01/2024 |
| Allesco Industries, Inc. 401(k) Profit Sharing Plan And Trust | Allesco Industries, Inc. | 120 | $6.1M | 01/01/2024 |
| Magic Memories Employee Retirement Plan | Magic Memories (Usa) Llc | 486 | $3.4M | 01/01/2024 |
| Orchard Therapeutics 401(k) Plan | Orchard Therapeutics North America | 0 | $7.9K | 01/01/2024 |
| Urban Remedy, Inc. 401(k) Plan | Urban Remedy, Inc. | 96 | $1.2M | 01/01/2024 |
| The Miller Clapperton Partnership, Inc. 401(k) Retirement Plan | The Miller Clapperton Partnership, Inc. | 146 | $7.7M | 01/01/2024 |
| Lummus Technology Savings Plan | Lummus Technology Llc | 533 | $113M | 01/01/2024 |
| Morningstar Senior Living Retirement Plan | Morningstar Senior Management, Llc | 2,309 | $6.3M | 01/01/2024 |
| Secure Transportation 401(k) Plan | Secure Transportation Company, Inc. | 403 | $3.7M | 01/01/2024 |
| Consolidated Crane Company, Inc. 401(k) Plan | Consolidated Crane Company, Inc. | 114 | $6.0M | 01/01/2024 |
| Inspire Communities, Llc 401(k) Plan | Inspire Communities, Llc | 355 | $4.0M | 01/01/2024 |
| Asi Ne Company Sponsored Pension Plan | Alternative Services Northeast, Inc. | 128 | $1.3M | 01/01/2024 |
| Applied Control Engineering Inc. 401(k) Retirement Plan | Applied Control Engineering Inc | 199 | $35.4M | 01/01/2024 |
| Handstands Promo Retirement Plan | Handstands Promo, Llc | 107 | $3.5M | 01/01/2024 |
| Mast Trucking, Inc. Retirement Plan | Mast Trucking, Inc. | 154 | $4.5M | 01/01/2024 |
| Crossroads Rhode Island 401 K Retirement Plan | Crossroads Rhode Island | 168 | $10.1M | 01/01/2024 |
| Rfmbg Lincolnshire Llc 401 K Plan | Rfmbg Lincolnshire Llc | 201 | $3.9M | 01/01/2024 |
| Healthmap Solutions, Inc. 401(k) Plan | Healthmap Solutions, Inc. | 484 | $16.1M | 01/01/2024 |
Top 25 of 100 plans by assets.
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 12/25/2025 | 1.51 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
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $333M (100% of AUM) Dec 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Dec 25, 2025.
View current Form ADV (SEC/IAPD) ↗