Data / Investment advisers / Minnesota / All Star Financial
All Star Financial, Minneapolis, MN: $882 million AUM, SEC registered investment adviser
All Star Financial is an SEC registered investment adviser with its main office in Minneapolis, Minnesota and reports $882 million in regulatory assets under management in its Form ADV filed February 6, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 323765
- SEC file number
- 801-126834
- SEC status
- Approved, effective November 4, 2022
- Legal name
- All Star Financial LLC
- Main office
- 3800 American Blvd West Suite 620, Minneapolis, MN 55431
- Phone
- (952) 896-3820
- Website
- allstarfinancial.com
- Regulatory AUM
- $881,693,500 in the Form ADV filed February 6, 2026
- Discretionary AUM
- $881,693,500
- Accounts
- 1,839
- Employees
- 14, of which 5 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 6, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 188 | $483.9 million |
| Individuals (other than high net worth individuals) | 353 | $199.5 million |
| Pension and profit sharing plans | 11 | $180.7 million |
| Charitable organizations | 3 | $10.6 million |
| Corporations or other businesses | 3 | $7 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $881.7 million | February 6, 2026 |
| December 1, 2025 | $758 million | March 24, 2025 |
Other advisers in Minneapolis
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Asa Managed Account Managers LLC | Minneapolis | $1.12 billion | 1 | adviserinfo.sec.gov |
| Parr McKnight Wealth Management Group | Minneapolis | $1.07 billion | Not listed | adviserinfo.sec.gov |
| Northstar Capital | Minneapolis | $1.02 billion | 6 | adviserinfo.sec.gov |
| Everest Financial Group | Minneapolis | $1.00 billion | Not listed | adviserinfo.sec.gov |
| Goldner Hawn | Minneapolis | $898.9 million | 3 | adviserinfo.sec.gov |
| Running Oak Capital LLC | Minneapolis | $874.7 million | Not listed | adviserinfo.sec.gov |
| Strong Tower Advisory Services | Minneapolis | $759.2 million | Not listed | adviserinfo.sec.gov |
| Schwarz Dygos Wheeler Investment Advisors LLC | Minneapolis | $730.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Minneapolis, MN
- Investment advisers in Minnesota
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- All Star Financial on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.