4 Star Advisory Services LLC
Firm details
- Headquarters
- Lancaster, Ohio
- CRD number
- 306362
- Website
- 4starinvestments.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
4 Star Advisory Services LLC is an independent, owner-operated registered investment adviser organized as an LLC that focuses on portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and serves a predominantly individual and family client base. It does not position itself as an active ESG investor, pension consultant, or capital allocator, and it is not registered as a multi-state adviser. The firm lists an industry affiliation with accountants, which suggests coordination with tax or financial reporting professionals may be part of its client workflow. Advisory activity centers on discretionary portfolio management rather than institutional consulting or direct fund-of-funds allocation.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- Public Funds/Mutual Funds39%
- Cash & Cash Equivalents11%
Owners & executives
1 of 1Todd Childers
Founder & CEOCRD 4206651
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Lancaster, OH
Fairfield
Location
Lancaster, OH
Headquartered in Lancaster, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- Fairfield
- Address
- 426 E Main St
- Time zone
- ET (UTC-5)
- Office locations
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