Star Capital Inc.
Firm details
- Headquarters
- Edina, Minnesota
- CRD number
- 171057
- Registered since
- August 11, 2023
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- Individuals83.09%
- HNWI16.19%
- Corporations / Businesses0.52%
- Charitable Organizations0.2%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Star Capital Inc. is an independent registered investment adviser and capital allocator that entered SEC registration in 2023. The firm serves both individual/family and institutional clients and focuses on discretionary portfolio management for individuals and small businesses as well as selecting and allocating to third‑party advisers and managers. Its fee arrangements include percentage-of-AUM, fixed fees, and other billing structures. The firm does not identify as an active ESG investor.
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 Equities43%
- Public Funds/Mutual Funds37%
- Cash & Cash Equivalents16%
- US Government Bonds3%
- Non-Exchange Traded Equities2%
Contacts
3 of 6
Gregory Nelson
Senior Financial PlannerCRD 3019785
Adam Rainey
Senior Financial PlannerCRD 6232758
Timothy Merrill
PresidentCRD 5696495
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Edina, MN
Hennepin
Location
Edina, MN
Headquartered in Edina, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 200 Southdale Ctr
- Time zone
- CT (UTC-6)
- Office locations
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