SourcingSourcing

WHITESTAR ADVISORS, LLC

B59
CRD 124627·SEC 801-62048·BOCA RATON, FL
AUM
$454.5M
$100M-$500M
Est. Revenue
$4.5M
@ 1% on AUM
Est. EBITDA
$1.4M
@ 30% margin
Est. Deal Value
$10.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WHITESTAR ADVISORS, LLC
CRD
124627
SEC file #
801-62048
EIN
—
DBA names
—

Economics

AUM
$454.5M
AUM band
$100M-$500M
AUM trajectory
'20'26
$680.0M → $454.5M▼ -33%
Client mix
Pension Profit Sharing Plans27

Operations

Employees (total)
8
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
8 advisors → 4 advisors▼ -50%
Primary office
BOCA RATON FL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Other Advisory Services
Fee basis
% of AUMHourly chargesFixed feesPerformance-based fees

Filings

Latest ADV filing
03/24/2026
ADV-W filed at
—
Website
whitestarllc.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BISHOP, JAMES, EDWARD
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
BISHOP, JAMES, EDWARD
WHITESTAR GLOBAL, INC.
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
WHITESTARLLC.COM
Rdap Domain Creation Date
2003-05-12T20:24:45Z
Rdap Firm Age Years
23
Rdap Firm Age Band
20+y
Rdap Registrar
Wix.com Ltd.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
19
Form 5500 Total Compensation
1,405,927
Form 5500 Compensation Trajectory 3y
20251,193,094
2026212,833
Form 5500 Plan Count Trajectory 3y
202515
20264
Schedule C Total Compensation
1,405,927
Schedule C Service Provider Rows
19

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-05-12T20:24:45Z
Rdap Domain Last Changed
2026-05-05T12:13:22Z
Rdap Nameservers
Ns12.wixdns.netNs13.wixdns.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer ProhibitedClient Update Prohibited
Top Owner CRD
858662
Trust Company Affiliate
No

People (1)

1
BISHOP, JAMES, EDWARD
Direct Owner · 87.5%
858662