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Fourstar Wealth Advisors, LLC

● SEC registered since 2017CRD 169613SEC# 801-110467Chicago, IL
Export (members)
Ranks #2,578 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$1.42B
Fund GAV
$8M
Private funds
2
Employees
48
Accounts
3,691
Location
Chicago, IL

Fourstar Wealth Advisors, LLC assets under management

Fourstar Wealth Advisors, LLC is an investment advisory firm registered with the SEC based in Chicago, IL. The firm has been registered since 2017. It reports $1.4 billion in regulatory assets under management and employs 48 people. Fourstar Wealth Advisors, LLC manages 2 private funds with combined gross assets of $8 million, including Diversified Alternative Income Fund LP. By regulatory assets, it ranks 2,578 of 6,004 private fund managers.

Fourstar Wealth Advisors, LLC private funds

2 funds · $8M GAV
FundTypeGross assetsMin.
Diversified Alternative Income Fund LPOther Private$4.8M$50K
Diversified Alternative Opportunity Fund LPOther Private$3.2M$100K

Fourstar Wealth Advisors, LLC owners & executives

7 reported
NameTitleOwnershipSince
Brian Lance Kasal ControlChief Compliance OfficerUnder 5%2019
Brian Lance Kasal ControlChief Executive OfficerUnder 5%2014
Fourstar Holdings LLC ControlMemberOver 75%2020
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Frequently asked questions

How much does Fourstar Wealth Advisors, LLC manage?

Fourstar Wealth Advisors, LLC reports $1.4 billion in regulatory assets under management on its Form ADV.

How many private funds does Fourstar Wealth Advisors, LLC manage?

Fourstar Wealth Advisors, LLC manages 2 private funds with combined gross assets of $8 million.

How many employees does Fourstar Wealth Advisors, LLC have?

Fourstar Wealth Advisors, LLC reports 48 employees.

Where is Fourstar Wealth Advisors, LLC located?

Fourstar Wealth Advisors, LLC is based in Chicago, IL and has been SEC-registered since 2017.

Does Fourstar Wealth Advisors, LLC disclose fund performance?

Fourstar Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1 N. Lasalle Street, Suite 2225, Chicago, IL 60602
Phone(312) 667-1750
Fax(312) 724-8585
Office hours8:30 a.m. To 4:30 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyYes

Regulatory AUM

$1.42B▲ 39%
Jan '25 — $1.02BFeb '25 — $1.02BMar '25 — $1.24BApr '25 — $1.24BMay '25 — $1.24BJun '25 — $1.24BJul '25 — $1.24BAug '25 — $1.24BSep '25 — $1.24BOct '25 — $1.24BNov '25 — $1.24BDec '25 — $1.24BJan '26 — $1.24BFeb '26 — $1.24BMar '26 — $1.42BApr '26 — $1.42BMay '26 — $1.42BJun '26 — $1.42B
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 27%
Larger than 73% of 16,271 advisers
AUM vs fund managersTop 43%
Larger than 57% of 6,004 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 12%
More than 88% of 16,825 advisers

Assets under management

$1.42Bregulatory AUM
Discretionary $1.42B

Service providers