EVERSTAR ASSET MANAGEMENT, LLC

CRD

313334

SEC file #

801-128838

EIN

862425849

DBA names

—

Economics

AUM

$336.7M

AUM band

$100M-$500M

AUM trajectory

'25 · $311.5M

'26 · $336.7M

'25'26

$311.5M → $336.7M▲ +8%

sec adv history

Client mix

Individuals Other	764
Individuals High Net Worth	352
Other	11
Pooled Investment Vehicles	5

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'25 · 6 advisors

'26 · 9 advisors

'25'26

6 advisors → 9 advisors▲ +50%

sec adv history

Primary office

MOORESVILLE NC

Branches

—

Custodian & Brokerage

Primary custodian

U.S. Banklow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses

Fee basis

% of AUMHourly chargesPerformance-based fees

Filings

Latest ADV filing

03/27/2026

everstarassetmanagement.com

ADV-W filed at

—

Website

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

LARSON, LEE, CHRISTOPHER

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

LARSON, LEE, CHRISTOPHER

MCCONOUGHEY, DOUGLAS, THANE

Solo Advisor Indicator

Succession Risk Solo Owner

Yes

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

EVERSTARASSETMANAGEMENT.COM

Rdap Domain Creation Date

2021-02-22T19:22:29Z

Rdap Firm Age Years

Rdap Firm Age Band

5-10y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0002023744

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2024-11-12

Edgar Last Filing Date

2026-04-16

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-04-16

Accession0001420506-26-000683

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.396

Soi Zip Pct 200k Plus

0.1959

Soi Zip Returns 200k Plus

4,730

Soi Zip Total AGI

3,959,087

Fdic Zip Total Deposits

25,956,778,000

Fdic Zip Branch Count

425

Fdic Zip Top Banks

Wells Fargo Bank, National Association

Bank of America, National Association

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (27)

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

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

U.s. Bank	16
Northern Trust	9
Charles Schwab	6
E*trade	4

adv brochure

Edgar Addresses

Mailing

108 GATEWAY BLVDSUITE 204MOORESVILLE, NC 28117

Business

108 GATEWAY BLVDSUITE 204MOORESVILLE, NC 28117

Edgar EIN

862425849

Edgar Recent Filings

13F-HR2026-04-16 · 0001420506-26-000683

13F-HR2026-02-05 · 0001420506-26-000172

Fdic Zip Branches Raw

First-Citizens Bank & Trust CompanyMooresville, NC

Fdic Zip HHI

728.44

Fdic Zip Top Bank Share Pct

17.44

Fdic Zip Year

2025

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2027-02-22T19:22:29Z

Rdap Domain Last Changed

2025-02-23T17:32:45Z

Rdap Nameservers

Ns37.domaincontrol.comNs38.domaincontrol.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	61,940
Returns	5,380

Stub 2

AGI	149,532
Returns	4,030

Stub 3

AGI	186,929
Returns	3,020

Soi Zip Total Business Income

123,593

Soi Zip Total Cap Gains

332,827

Soi Zip Total Dividends

105,314

Soi Zip Total Returns

24,140

Top Owner CRD

4758758

Trust Company Affiliate