Narstar
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Narstar LLC is a state-registered, single-owner investment adviser that offers discretionary portfolio management through three internally managed model portfolios (Income, Growth, and Speculative) for individuals, high-net-worth individuals, trusts, and small businesses. The firm constructs accounts using individual equities, cash equivalents, and exchange‑listed preferred stocks and does not currently advise pooled investment vehicles or ERISA plans.
Investment decisions are driven primarily by fundamental analysis, with an initial client interview to determine objectives, risk tolerance, and time horizon before recommending a model and providing ongoing monitoring and rebalancing. The firm recently discontinued the use of ETFs in its models and limits its investment universe to individual equities, cash equivalents, and exchange‑listed preferreds (it also excludes leveraged/inverse ETFs, options, cryptocurrencies, and private placements); custodial trading is typically executed through Interactive Brokers and advisory fees are asset‑based and deducted quarterly in arrears.
Noteworthy features compared with many peers include a solo-adviser structure with no regulatory assets under management as of February 27, 2026, a stated $100 per‑account minimum (waivable), and a voluntary $35,000 surety bond that exceeds state bonding requirements. Narstar does not prepare regular firm-generated performance reports, does not vote client proxies, and does not accept commissions, 12b-1 fees, or other third‑party compensation.
Client services
Portfolio management
Expertise
Active portfolio management
Concentrated stock management
Income planning
Retirement income strategy
Fee options
$0+: 0.60% per year (Income Strategy Model Portfolio) $0+: 1.20% per year (Growth Strategy Model Portfolio) $0+: 1.60% per year (Speculative Strategy Model Portfolio)
Account minimum: $100 Fee-only: Asset-based fees only; no commissions or third-party compensation received.
Main office location
Narstar
Sandy UT, United States
Number of offices
1
Most active in
Narstar has reported serving >5 clients in these states in the last 12 months.
Texas · Utah
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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