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| Keyboard |
| The Helmstar Group LLC
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|---|---|
| CRD # | 145074 |
| SEC # | 801-108320 |
| CIK # | |
| AUM | 785.6 M (2026-03-27) |
| Employees | 12 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 208-429-0800 |
| Address | 250 South 5th Street Boise, ID 83702 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 296 | 99.2 |
| (b) Individuals (high net worth individuals) | 227 | 661.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 12 | 14.9 |
| (h) Charitable organizations | 2 | 9.5 |
| (i) State or municipal government entities | 1 | 0.5 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,974 | 785.6 |
| By Discretionary | ||
| Discretionary | 1,974 | 785.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,974 | 785.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.5 | |
| United States Persons | 782.1 | |
| Total | 1,974 | 785.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 8 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Bell Investment Advisors Inc
✚
|
CA | 787.6 M |
|
Eagle Rock Investment Company LLC
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Warburton Capital Management LLC
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OK | 786.6 M |
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Vestgen Investment Management LLC
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Cresta Advisors Ltd
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TX | 786.0 M |
|
Regent Peak Wealth Advisors LLC
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GA | 785.9 M |
|
Cadent Capital Advisors LLC
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|
OK | 785.8 M |
|
JVL Associates LLC
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|
MI | 784.4 M |
|
Flagstar Advisors Inc
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|
NY | 784.3 M |
|
Bellwether Advisors LLC
✚
|
NE | 784.0 M |