EverStar Asset Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, and educational seminars. The firm advises 5 private funds.
EverStar Asset Management reports 1,132 clients. They include 764 individual clients, 352 high-net-worth individuals and 11 other clients. Of its assets, 99.2% ($334M across 1,131 accounts) are managed with discretion; $2.82M across 1 account is not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 67% | 23% |
| High-net-worth individuals | 31% | 42% |
| Pooled investment vehicles | <1% | 33% |
| Other | <1% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 764 | $77.5M | 23.0% | $101K |
| High-net-worth individuals | 352 | $142M | 42.1% | $402K |
| Pooled investment vehicles | 5 | $112M | 33.2% | $22.3M |
| Other | 11 | $5.94M | 1.8% | $540K |
| Total | 1,132 | $337M | 100% | $297K |
- Clients
- 764
- Regulatory AUM
- $77.5M
- AUM share
- 23.0%
- Avg. per client
- $101K
- Clients
- 352
- Regulatory AUM
- $142M
- AUM share
- 42.1%
- Avg. per client
- $402K
- Clients
- 5
- Regulatory AUM
- $112M
- AUM share
- 33.2%
- Avg. per client
- $22.3M
- Clients
- 11
- Regulatory AUM
- $5.94M
- AUM share
- 1.8%
- Avg. per client
- $540K
Total
- Clients
- 1,132
- Regulatory AUM
- $337M
- AUM share
- 100%
- Avg. per client
- $297K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 5
- Financial planning clients last fiscal year
- 0
EverStar Asset Management charges 1.10%–1.75% a year for its Wealth Advisory Services. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Financial planning clients are generally charged a one-time fixed fee of $1,500, which can vary with the complexity of the financial plan requested.
Lee Larson owns 75% or more of EverStar Asset Management. Lee Larson is CEO; the leadership team includes Chief Operating Officer Douglas McConoughey. It has 13 employees, 9 of them in advisory roles.
Staff
- 13 employees
- 9 in advisory functions
- 8 state-registered reps
- 6 insurance agents
- Owns 75% or more of Everstar Asset Management, LLC
Lee Larson
Control person · since March 2021
EverStar Asset Management’s regulatory assets grew 2.6× from $131M (March 2024) to $337M (May 2026); clients rose from 700 to 1,132 and employees from 10 to 13.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| May 2026May 2026 | $337M | 1,132 | 13 | 2 |
| Jul 2025July 2025 | $311M | 1,091 | 10 | 2 |
| Mar 2024March 2024 | $131M | 700 | 10 | 2 |
Besides its headquarters, EverStar Asset Management has 1 office, with 2 listed addresses in 1 state.
North Carolina · 2 listed addresses
- 108 Gateway BLVD., Suite 204, MooresvilleHQ
- 19520 W. Catawba Ave, Cornelius
Contact and registration details
- Legal name
- Everstar Asset Management, LLC
- Headquarters
- 108 Gateway BLVD., Suite 204, Mooresville, NC 28117
- Website
- planwithaws.com
- Phone
- 440-376-1629
- @everstar-asset-management
- SEC file
- 801-128838
- Structure
- North Carolina LLC
- Fiscal year end
- December
EverStar Asset Management’s named custodian for separately managed accounts is Charles Schwab ($242M). EverStar Asset Management has custody of $112M for 4 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $242M100%
At year end, EverStar Asset Management’s separately managed accounts were mostly in stocks (74%) and cash (13%). Its reported 13F holdings for the quarter ended 30 June 2026 total $207M across 202 positions; the largest are iShares TR (7.4%), SPDR Series Trust (6.4%) and Select Sector SPDR TR (2.9%).
What the accounts hold
- Stocks74%
- Bonds11%
- Cash13%
- Other2%
- Derivatives2%
How many clients does EverStar Asset Management have?
EverStar Asset Management has 1,132 clients and manages $337 million for them, as of May 2026. They include 764 individual clients, 352 high-net-worth individuals and 11 other clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 4 May 2026
What services does EverStar Asset Management offer?
EverStar Asset Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does EverStar Asset Management charge?
EverStar Asset Management charges 1.10%–1.75% a year for its Wealth Advisory Services. The fee is billed in advance and is negotiable.
Source: EVERSTAR ASSET MANAGEMENT, LLC - ADV PART 2A BROCHURE, filed 4 May 2026
Which custodians does EverStar Asset Management use?
EverStar Asset Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $242M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 4 May 2026
How many financial advisors does EverStar Asset Management have?
EverStar Asset Management has 8 investment adviser representatives registered with state securities authorities, out of 13 employees, and 9 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 6 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does EverStar Asset Management invest in?
At the end of its last fiscal year, EverStar Asset Management’s separately managed accounts held 74% exchange-traded equities, 13% cash and equivalents, 11% U.S. government and agency bonds and 2% derivatives. It advises 5 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns EverStar Asset Management?
EverStar Asset Management’s direct owner is Lee Larson (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 4 May 2026
How does EverStar Asset Management get paid?
EverStar Asset Management is paid through a percentage of assets under management, hourly charges and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact EverStar Asset Management?
EverStar Asset Management’s main office is at 108 Gateway BLVD., Suite 204, Mooresville, NC 28117. Its phone number is 440-376-1629. Its website is planwithaws.com.