Data / Investment advisers / California / American Fundstars
American Fundstars, Irvine, CA: $333 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
American Fundstars is an SEC registered investment adviser with its main office in Irvine, California and reports $333 million in regulatory assets under management in its Form ADV filed December 25, 2025. Its clients include high net worth individuals, corporations and other businesses and pooled investment vehicles. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 3 private funds.
The request: Watch American Fundstars (CRD number 315860): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 315860
- SEC file number
- 801-126339
- SEC status
- Approved, effective August 5, 2022
- Legal name
- American Fundstars Financial Group LLC
- Main office
- 1 Park Plaza Suite 210, Irvine, CA 92614
- Phone
- (949) 877-8838
- Website
- americanfundstars.com
- Regulatory AUM
- $332,687,583 in the Form ADV filed December 25, 2025
- Discretionary AUM
- $18,890,309
- Non discretionary AUM
- $313,797,274
- Accounts
- 489
- Employees
- 14, of which 9 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Private funds
- 3: 3 other private funds
- Gross assets of private funds
- $48,180,000
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- December 25, 2025
- 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 | 421 | $190.7 million |
| Corporations or other businesses | 39 | $117 million |
| Pooled investment vehicles | 3 | $25 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 |
|---|---|---|
| January 2, 2026 | $332.7 million | December 25, 2025 |
| December 1, 2025 | $276.6 million | August 7, 2025 |
Other advisers in Irvine
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Warren Street Wealth Advisors, LLC | Irvine | $656.1 million | Not listed | adviserinfo.sec.gov |
| West Wealth Group, LLC | Irvine | $616.7 million | Not listed | adviserinfo.sec.gov |
| Preservation Equity Fund Advisors, LLC | Irvine | $502.9 million | 4 | adviserinfo.sec.gov |
| Concord Investment Counsel | Irvine | $397.9 million | Not listed | adviserinfo.sec.gov |
| Validex Global Investing | Irvine | $352.9 million | Not listed | adviserinfo.sec.gov |
| Charles Fish Investments, Inc. | Irvine | $331.3 million | Not listed | adviserinfo.sec.gov |
| Kanani Advisory Group Inc. | Irvine | $288.2 million | Not listed | adviserinfo.sec.gov |
| Prosperity Wealth Planning LLC | Irvine | $269.2 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Irvine, CA
- Investment advisers in California
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving corporations and other businesses
- Advisers that manage private funds
- American Fundstars on the SEC's adviser search
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.