A complete list of active advisors currently associated with Narstar

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

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.

To learn more about the advisors currently working at Narstar, 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.