{"url":"https://nivawealth.com/firms/the-helmstar-group-145074","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/145074","regulatoryAum":785593670,"crd":"145074","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"8038862","suffix":null,"lastName":"Andreasen","firstName":"Briggs","middleName":"Ikaika 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Helmstar Group, LLC","displayName":"The Helmstar Group","slug":"the-helmstar-group-145074","website":"https://helmstargroup.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/the-helmstar-group","xUrl":"http://twitter.com/helmstargroup","founded":"2007","organization":"Idaho limited liability company","fiscalYearEnd":"December","headquarters":{"street":"250 South 5th Street, Suite 600","city":"Boise","state":"ID","stateName":"Idaho","country":"United States","postalCode":"83702"},"tradeNames":[],"registration":{"secApproved":"7 September 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Services","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029077","versionId":1029077,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-03-27","documentName":"THE HELMSTAR GROUP, LLC ADV 2A + 2B BROCHURE","fee_rate_low":0.15,"fee_rate_high":1,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial Planning Services","summary":"Financial planning is a negotiable fixed fee generally from $750 to $15,000, or an hourly fee of $100 to $300 for consulting.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029077","versionId":1029077,"submittedOn":"2026-03-27","documentName":"THE HELMSTAR GROUP, LLC ADV 2A + 2B BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T06:41:52.610884+00:00","documents":[{"name":"THE HELMSTAR GROUP, LLC ADV 2A + 2B BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029077","versionId":1029077,"submittedOn":"2026-03-27"}]},"custodians":[{"name":"SEI Investments Distribution Co.","shortName":"SEI Investments Distribution","location":"Oaks, PA","smaAssets":752217225}],"custodyNote":"The Helmstar Group does not have custody of client assets.","leadership":[{"name":"Robb Schober","title":"Chief Compliance Officer","crd":"2934910"},{"name":"Thomas Steelman","title":"Managing Member","crd":"4828067"},{"name":"Benjamin Boettcher","title":"Managing Member","crd":"4529609"}],"ownership":[{"label":"Thomas Steelman","detail":"Managing member in the 50% to 75% ownership band and a control person, since August 2007."},{"label":"Benjamin Boettcher","detail":"Managing member in the 50% to 75% ownership band and a control person, since August 2007."}],"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Idaho","offices":1,"addresses":[{"street":"250 South 5th Street, Suite 600","city":"Boise","headquarters":true}]}],"brochureServices":["estate planning","insurance"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"208-429-0800","stateRegisteredReps":8,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Pension consulting services","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"500","assetMix":[{"label":"Exchange-traded equity securities","percent":8},{"label":"Non-exchange-traded equity securities","percent":1},{"label":"U.S. government/agency bonds","percent":1},{"label":"U.S. state and local bonds","percent":1},{"label":"Investment grade corporate bonds","percent":2},{"label":"Securities issued by registered investment companies or business development companies","percent":79},{"label":"Cash and cash equivalents","percent":9}],"privateFunds":0},"sources":{"adv1FilingDate":"27 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/145074/PDF/145074.pdf","brochureDate":"27 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029077","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does The Helmstar Group have?","answer":"The Helmstar Group has 538 clients and manages $786 million for them, as of March 2026. They include 296 individual clients, 227 high-net-worth individuals, and 12 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does The Helmstar Group offer?","answer":"The Helmstar Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, estate planning, and insurance.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does The Helmstar Group charge?","answer":"The Helmstar Group charges 0.15%–1.00% a year for its Portfolio Management Services. The fee is billed in arrears and is negotiable.","source":"THE HELMSTAR GROUP, LLC ADV 2A + 2B BROCHURE, filed 27 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does The Helmstar Group use?","answer":"The Helmstar Group’s separately managed account assets are held at SEI Investments Distribution Co. (Oaks, PA), with $752M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does The Helmstar Group have?","answer":"The Helmstar Group has 8 investment adviser representatives registered with state securities authorities, out of 12 employees, and 8 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 4 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does The Helmstar Group invest in?","answer":"At the end of its last fiscal year, The Helmstar Group’s separately managed accounts held 79% registered funds (mutual funds, ETFs, BDCs), 9% cash and equivalents, 8% exchange-traded equities, 2% investment grade corporate bonds, 1% non-exchange-traded equities, 1% U.S. government and agency bonds and 1% state and local bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns The Helmstar Group?","answer":"The Helmstar Group’s direct owners are Thomas Steelman (50% to 75%) and Benjamin Boettcher (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does The Helmstar Group get paid?","answer":"The Helmstar Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is The Helmstar Group registered with the SEC?","answer":"Yes, The Helmstar Group has been registered with the SEC as an investment adviser since 7 September 2016. Its CRD number is 145074 and its SEC file number is 801-108320.","source":"Form ADV Part 1A, Item 1, filed 27 March 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact The Helmstar Group?","answer":"The Helmstar Group’s main office is at 250 South 5th Street, Suite 600, Boise, ID 83702. Its phone number is 208-429-0800. Its website is helmstargroup.com.","source":"Form ADV Part 1A, Item 1.F, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}