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Northstar Investment Partners

Updated today

Client assets under management

$16,000,000

Clients

50

20% high-net worth

Advisors

4

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

13

Very Low

Average account size

$320,000

About

Northstar Investment Partners provides investment advisory and portfolio management services to individual clients, including individual and joint accounts and accounts for minor children of current clients. The firm is a fee‑only registered investment adviser and delivers custodial reporting with trade confirmations and regular account statements.

The firm bases recommendations on each client’s stated goals and time horizon while evaluating market, company and risk factors to seek capital appreciation. Northstar discloses that it may employ option strategies — including protective puts, cash‑secured puts, covered calls, equity collars and covered combos — as part of its portfolio management approach.

With about $16 million in assets under management across roughly 50 client relationships, the firm operates at a modest scale compared with many peers. Its explicit use of multiple option strategies and the stated willingness to manage minor‑child accounts are features less commonly disclosed by similar independent advisers, and the brochure reports no material disciplinary events.

Client services

Portfolio management

Expertise

Options & derivatives strategies

Fee options

Other

Fee-only: Fee-only investment adviser (no commissions). Specific fee percentages not stated.

Main office location

Northstar Investment Partners

3255 North Point Parkway, Suite 103

Alpharetta GA 30005, United States

Number of offices

1

Most active in

Georgia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

Terry P

Series 63, Series 65

Alpharetta, GA

Northstar Investment Partners

Terry Prillaman is the sole advisor at Northstar Investment Partners in Alpharetta, GA, holding Series 63 and Series 65 licenses with 42 years of industry experience. He has been with Northstar Investment Partners since 2004. Northstar Investment Partners is an independent, fee-only registered investment adviser serving individual clients, including accounts for minor children. The firm employs multiple option strategies and bases its recommendations on clients’ goals and risk factors to seek capital appreciation.

Options & derivatives strategies
user avatar

Alexander S

Series 65

Alpharetta, GA

Northstar Investment Partners

Alexander Stoehr is a financial advisor at Northstar Investment Partners in Alpharetta, GA, holding a Series 65 designation with four years of industry experience. His prior roles include positions at Georgia Advisory Group LLC and Fisher Investments. Northstar Investment Partners is an independent, fee-only registered investment adviser serving individual clients, including minor-child accounts. The firm employs a portfolio management approach that incorporates multiple option strategies tailored to clients' goals, time horizons, and risk factors.

Options & derivatives strategies
user avatar

Nicholas M

Series 65

Alpharetta, GA

Northstar Investment Partners

Nicholas Meyer is a financial advisor at Northstar Investment Partners in Alpharetta, GA. He holds a Series 65 designation and has been with Northstar since 2025. Prior to his advisory role, he worked in the Utility Department at the University of Cincinnati for six years. Northstar Investment Partners provides investment advisory and portfolio management services primarily to individual clients, including accounts for minor children. The firm employs a fee-only model and incorporates option strategies such as protective puts and covered calls as part of its approach.

Options & derivatives strategies
user avatar

David T

Series 66

Alpharetta, GA

Northstar Investment Partners

David Thompson is a financial advisor at Northstar Investment Partners in Alpharetta, GA, holding a Series 66 designation with over a decade of experience. His prior work includes roles at Morgan Stanley since 2023 and E*Trade Capital Management and E*Trade Securities since 2009. Northstar Investment Partners is an independent, fee-only registered investment adviser serving individual clients, including accounts for minor children. The firm employs a range of option strategies in portfolio management and focuses on aligning recommendations with clients’ goals and risk factors.

Options & derivatives strategies
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