Lee Larson Email and Phone Number

Everstar Asset Management is the investment manager for two private investment funds and also offers actively managed portfolios for institutions and high-net-worth clients.

As a Managing Member at Craveworthy Brands, I am part of a dynamic team dedicated to innovating the fast-casual dining space through a diverse portfolio of unique, scalable, and engaging restaurant brands. Founded in 2022, Craveworthy Brands has quickly established itself in the restaurant industry by acquiring and developing brands that promise not only exceptional culinary experiences but also substantial growth and community engagement. With a focus on empowering franchisees, our model leverages shared resources to optimize operations and drive success across 24 states, aiming for over $1 billion in system-wide sales within five years.

I2Pure Corp is a biotechnology company that has unleashed the full potential of molecular iodine. We can deliver high concentrations of this biocidal molecule into the skin where it will off gas as a room temperature vapor over a specified duration we control. We are putting a highly active antimicrobial into the skin to prevent, treat and cure many diseases and conditions of the skin.

Lee serves as an active Board Member with DXterity Solutions. DXterity is evolving the traditional methods of software construction. DXterity8 is a productivity platform created by developers for developers to accelerate application development throughout the application lifecycle.

Lee Larson joined Capital Wealth Advisors in July 2015. As Senior Vice President, Lee manages individual investment portfolios and provides investment advisory services to clients of the firm. Lee has developed a particular niche in designing and maintaining retirement income portfolios. In 2005, Lee started his career in the investment industry as a registered representative for Warner Group, Inc. He has also worked as an advisor for Regis Securities Corporation, Capital City Securities, and Hayden Harper Advisory before joining Capital Wealth AdvisorsLee earned his undergraduate degree in Geography from the University of Northern Iowa and graduated Summa Cum Laude. Lee also earned a Masters in Geography from the University of Georgia. Lee currently resides in Mooresville, NC with his wife, Claire, and children Isabelle and Zachary. Lee is an active sports enthusiast and can often be found at Lake Norman Tennis Center or on a soccer field. Capital Wealth Advisors is an independent financial advisory firm serving high net worth families and entrepreneurs through wealth advisory, estate planning, and family office services. Capital Wealth Advisors has been named the #1 Fastest Growing RIA firm by Financial Advisor Magazine in 2015 and the #2 Fastest Growing RIA in 2017. Capital Wealth Advisors began in 2004 as a client facing estate planning and family office firm in Naples, Florida. In 2012, the company merged with an institutional investment advisory firm quickly growing to a combined AUM of over $1 Billion to date, with over 35 employees, and offices in Naples, FL; Charlotte, NC; Mooresville, NC; and Omaha, NE.

Fundamental Global Investors (FGI) provides clients access to premier alternative investment options. With years of experience, the managers have successfully navigated both rising and falling market by combining in-depth fundamental research with risk-adjusted position sizing. We believe that: 1) Alternatives are particularly attractive right now with stocks and bonds both at historically elevated valuations.2) Alternatives have the ability to lower the overall risk profile of an account by introducing assets with lower correlations to traditional stock and bond only portfolios.FGI seeks out relationships with high net worth investors and institutions, as well as other financial institutions, especially those with a focus on increasing their AUM from high net worth clients.

As an Independent Investment Advisor Representative, Lee managed individual investment portfolios and provided investment advisory services to a number of clients.