Northstar Capital Advisors LLC

Overview

Northstar Capital Advisors LLC is an independent registered investment adviser operating as a limited liability company that focuses on financial planning and portfolio management for individuals and small businesses. The firm charges a blend of AUM-based fees and hourly fees and lists equities as its dominant allocation preference. Its ADV shows a clear tilt toward exchange-traded equities as the primary vehicle for client portfolios, with public equity exposure custodied through a single platform. Northstar is not positioned as a capital allocator or pension consultant and does not identify as an ESG-focused or multistate adviser. The firm’s business model centers on direct portfolio management for high-net-worth and mass-affluent households rather than large institutional mandates. That client focus, combined with a modest overall footprint, suggests an emphasis on customizable equity solutions—likely a mix of ETF sleeves for core exposure and individual equity selections for client-specific needs—delivered alongside comprehensive financial planning.

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Public Holdings

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Location & Offices