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4 Star Advisory Services LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$8,507,543
Clients
67
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
67
Very HighAverage account size
$126,978
About
The firm provides ongoing, discretionary portfolio management to individual and high-net-worth clients, tailoring strategies to each client’s documented Investment Profile Statement (goals, tax considerations, and risk tolerance). It reports roughly $8.5 million in assets under management across about 67 client accounts and does not impose a formal account minimum.
Investment decisions are driven by fundamental analysis and a mix of long‑term and short‑term trading, with a focus on mutual funds, equities, fixed income, ETFs and Treasury inflation-protected securities. The adviser documents risk tolerances, seeks to allocate opportunities equitably across accounts, and furnishes regular monitoring with monthly custodian reporting.
The firm is distinctive for its affiliation with accounting and insurance activities: the principal is a licensed CPA and insurance agent and may offer tax, accounting, or insurance services to clients, with those relationships disclosed as potential conflicts and offered only if the client chooses to use them. It also requires clients to custody assets at Schwab Institutional and discloses receipt of custodial research and services, which can affect execution and the provision of soft‑dollar benefits compared with peers that allow client-directed brokerage.
Client services
Portfolio management
Expertise
Wealth management
Active portfolio management
Fee options
1.50% annually
Main office location
4 Star Advisory Services LLC
426 East Main Street
Lancaster OH 43130, United States
Number of offices
1
Most active in
4 Star Advisory Services LLC has reported serving >5 clients in these states in the last 12 months.
Ohio
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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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