STARK FINANCIAL ADVISERS, INC.
Firm details
- Headquarters
- OKEECHOBEE, Florida
- CRD number
- 121213
- Registered since
- March 8, 2018
- Website
- www.starkfinancial.com
- Custodians
- PERSHING LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals51.2%
- HNWI48.8%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Stark Financial Advisers, Inc. is a small, client-focused RIA that concentrates on portfolio management for individuals and small businesses. The firm operates on a percentage-of-AUM fee model and manages wholly discretionary assets. Its investment program centers on public funds and mutual funds as the primary building blocks, supplemented with separate managed-account structures and third-party alternative fund allocations intended to extend diversification and return sources beyond traditional equity and fixed income. The adviser does not identify as an active ESG investor. Client relationships are oriented toward individual and family investors seeking professionally managed portfolios with a mix of pooled funds and specialist alternative exposures. The firm is organized as a corporation and has been SEC-registered since 2018.
Assets & Accounts
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
- Public Funds/Mutual Funds49%
- Exchange Traded Equities21%
- Derivatives14%
- Investment Grade Corp Bonds8%
- State & Local Bonds3%
Owners & executives
1 of 1ELLEN ADLER
Chief Compliance OfficerCRD 4340102
Contacts
3 of 6RYAN KILMARTIN
Investment Adviser RepresentativeCRD 6340873
GARY STARK
Principal & FINOPCRD 433866
BRYAN STARK
Portfolio ManagementCRD 5293015
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
OKEECHOBEE, FL
OKEECHOBEE
Location
OKEECHOBEE, FL
Headquartered in OKEECHOBEE, FL, in the South of the United States.
- Region
- South
- County
- OKEECHOBEE
- Address
- 16950 US Highway 441 N
- Time zone
- ET (UTC-5)
- Office locations
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