4 Star Advisory Services LLC

RIASEC Registered
Total AUM
$8.5M
Discretionary
$8.5M
100% of AUM
Avg account
$64.5K
Accounts
132
Employees
1
Advisory reps
1

Firm details

Headquarters
Lancaster, Ohio
CRD number
306362
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

4 Star Advisory Services LLC is an independent, owner-operated registered investment adviser organized as an LLC that focuses on portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and serves a predominantly individual and family client base. It does not position itself as an active ESG investor, pension consultant, or capital allocator, and it is not registered as a multi-state adviser. The firm lists an industry affiliation with accountants, which suggests coordination with tax or financial reporting professionals may be part of its client workflow. Advisory activity centers on discretionary portfolio management rather than institutional consulting or direct fund-of-funds allocation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 50%, Public Funds/Mutual Funds 39%, Cash & Cash Equivalents 11%50%
  • Exchange Traded Equities50%
  • Public Funds/Mutual Funds39%
  • Cash & Cash Equivalents11%

Owners & executives

1 of 1
  • Todd Childers

    Todd Childers

    Founder & CEOCRD 4206651

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Lancaster, OH

Fairfield

Location

Lancaster, OH

Headquartered in Lancaster, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.

Metro area
Columbus-Marion-Zanesville, OH
Region
Midwest
County
Fairfield
Address
426 E Main St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth