STARK FINANCIAL ADVISERS, INC.

RIASEC RegisteredEst. 2018
Total AUM
$94.7M
Discretionary
$94.7M
100% of AUM
Avg account
$577K
Accounts
164
Employees
7
Advisory reps
7

Firm details

Headquarters
OKEECHOBEE, Florida
CRD number
121213
Registered since
March 8, 2018
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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 49%, Exchange Traded Equities 21%, Derivatives 14%, Investment Grade Corp Bonds 8%, State & Local Bonds 3%, Non-Investment Grade Corp Bonds 2%, Cash & Cash Equivalents 2%, US Government Bonds 1%49%
  • Public Funds/Mutual Funds49%
  • Exchange Traded Equities21%
  • Derivatives14%
  • Investment Grade Corp Bonds8%
  • State & Local Bonds3%

Owners & executives

1 of 1
  • ELLEN ADLER

    Chief Compliance OfficerCRD 4340102

Contacts

3 of 6
  • RYAN KILMARTIN

    Investment Adviser RepresentativeCRD 6340873

  • GARY STARK

    Principal & FINOPCRD 433866

  • BRYAN STARK

    Portfolio ManagementCRD 5293015

Unlock 3 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth