Fee-only adviser · Memphis, TN
Stellar Assets L.L.C.
Stellar Assets L.L.C. is a fee-only investment adviser registered with the securities regulator of Tennessee, with its main office in Memphis, Tennessee. On its latest Form ADV, filed September 16, 2026, it reports $4.3M in regulatory assets under management, 16 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Tennessee |
|---|---|
| Firm CRD number | 311664 |
| Office | 1028 Cresthaven Road Suite 200 Memphis, TN 38119 |
| Phone | (901) 484-4683 |
| Website | www.stellar-assets.com |
| Regulatory assets under management | $4.3M |
| Individual clients | 10 non-high-net-worth, 6 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | September 16, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Memphis
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- Steel Grove Capital Advisors, LLC $1.6B
- Kelman Lazarov Inc $895M
- Summit Asset Management LLC $1.1B
See all 40 fee-only advisers in Memphis →
Nearby
- Germantown 8 firms
- Cordova 1 firm
- Collierville 1 firm
- Lakeland 1 firm
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