4 Star Advisory Services LLC

Overview

4 Star Advisory Services LLC is a small, owner-operated RIA that provides discretionary portfolio management to individuals and small businesses. The firm charges clients a percentage of assets under management and focuses its work on straightforward equity-centered portfolios rather than institutional or pension advisory mandates. Filings show a clear preference for exchange-traded equities as the primary allocation vehicle, with the firm managing accounts on a discretionary basis through a single primary custodian. Advisory activity is concentrated on individual and family clients; the firm is structured as a limited liability company with an individual owner, and it does not present itself as a capital allocator or pension consultant. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser.

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Public Holdings

Investments & Alternatives

Location & Offices