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EVERSTAR ASSET MANAGEMENT, LLC

MOORESVILLE, NC · CRD 313334 · IAPD ↗ · 440-376-1629

$336.7MRegulatory AUM
9Advisory reps
13Employees
0Clients
0Planning clients
5Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — EVERSTAR ASSET MANAGEMENT, LLC notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
71
April 2026 — EVERSTAR ASSET MANAGEMENT, LLC grew from 6 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
73
April 2025 — EVERSTAR ASSET MANAGEMENT, LLC reported RAUM up 137% ($131.4M -> $311.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
44
November 2024 — EVERSTAR ASSET MANAGEMENT, LLC notice-filed in NJ, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
44
April 2024 — EVERSTAR ASSET MANAGEMENT, LLC notice-filed in CA, IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.