A complete list of active advisors currently associated with American Fundstars

Warmer can help you find a great advisor at American Fundstars or one who fits your needs even better.

American Fundstars serves high-net-worth individuals, trusts, charitable organizations and corporate clients, offering portfolio management and broader advisory services. In addition to managing individual accounts, the firm advises private commingled funds and provides brokerage, insurance agency, placement-agent and corporate consulting services, including participation in EB-5 and other private placement offerings. The firm describes a flexible, opportunistic investment approach across equities, fixed income, ETFs and private investments, using fundamental, technical and cyclical analysis and a mix of buy-and-hold, short-term trading, short sales and margin strategies. Notably, most client assets are managed on a non-discretionary basis (roughly $314 million of $332.7 million reported), so trade execution typically requires client consent; the firm also uses third‑party advisers and may negotiate performance‑based arrangements for eligible accredited or qualified clients. American Fundstars is distinctive for combining SEC-registered adviser duties with broker-dealer activity and a licensed insurance-agency business, and for acting as adviser/sponsor to pooled investment vehicles—roles that introduce referral, placement and fee-sharing arrangements disclosed in the brochure. The firm also reports a material international client component, involvement in pooled/private fund management and placement activities, and the potential to receive compensation from third-party advisers, features that differ from most peer team firms.

To learn more about the advisors currently working at American Fundstars, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.