AMERICAN FUNDSTARS FINANCIAL GROUP LLC

CRD

315860

SEC file #

801-126339

EIN

—

DBA names

American Fundstars

Economics

AUM

$332.7M

AUM band

$100M-$500M

AUM trajectory

'23 · $105.9M

'25 · $276.6M

'26 · $332.7M

'23'26

$105.9M → $332.7M▲ +214%

sec adv history

Client mix

Individuals High Net Worth	421
Corporations	39
Pooled Investment Vehicles	3

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'23 · 4 advisors

'25 · 9 advisors

'26 · 9 advisors

'23'26

4 advisors → 9 advisors▲ +125%

sec adv history

Primary office

IRVINE CA

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businessesSelection of other advisers

Fee basis

% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing

12/25/2025

ADV-W filed at

—

Website

americanfundstars.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

AMERICAN STARS GROUP INC.

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

AMERICAN STARS GROUP INC.

FENG, FAN

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

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

AMERICANFUNDSTARS.COM

Rdap Domain Creation Date

2021-07-11T16:39:59Z

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 Registered

sec edgar

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (13)

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

Charles Schwab	24
E*trade	4

adv brochure

Firm Has Custody

Mailing Office Differs

Rdap Domain Expiration Date

2027-07-11T16:39:59Z

Rdap Domain Last Changed

2025-07-12T11:45:13Z

Rdap Nameservers

Ns-1003.awsdns-61.netNs-1376.awsdns-44.orgNs-2042.awsdns-63.co.ukNs-216.awsdns-27.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Trust Company Affiliate