Northstar Strategic Investments Inc

RIASEC Registered
Total AUM
$2M
Discretionary
$2M
100% of AUM
Avg account
$167K
Accounts
12
Employees
1
Advisory reps
1

Firm details

Headquarters
Ormond Beach, Florida
CRD number
155202
Fee structure
Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees, Performance Based Fees, Other
Client types
  • Individuals60%
  • HNWI40%
Services
Financial PlanningPortfolio Management for IndividualsPublication of PeriodicalsMarket Timing ServicesEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Northstar Strategic Investments Inc. is a small, independent registered investment adviser owned by an individual and focused on serving individuals and families. The firm combines traditional advisory services—financial planning and portfolio management for individuals and small businesses—with publication of periodicals, market-timing services, and educational seminars or workshops. Its business model supports a mix of fee arrangements (percentage of AUM, hourly work, subscription and fixed fees, and performance-based charges), suggesting flexible engagement structures that can accommodate both ongoing advisory relationships and project-based or outcome-driven mandates. The adviser does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Derivatives 60%, Exchange Traded Equities 25%, Non-Exchange Traded Equities 10%, Cash & Cash Equivalents 5%60%
  • Derivatives60%
  • Exchange Traded Equities25%
  • Non-Exchange Traded Equities10%
  • Cash & Cash Equivalents5%

Owners & executives

1 of 1
  • Serge D'adesky

    Serge D'adesky

    President, CEOCRD 1576399

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Ormond Beach, FL

Volusia

Location

Ormond Beach, FL

Headquartered in Ormond Beach, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.

Metro area
Orlando-Lakeland-Deltona, FL
Region
South
County
Volusia
Address
25 Country Club Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth