Stark Financial Advisers, Inc.
RIAState Registered
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
- September 26, 2022
- Website
- starkadvisers.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 an independent, privately owned registered investment adviser organized as a corporation. The firm serves individual and family clients and offers portfolio management services that also extend to small businesses. Its compensation model is fee-based, charging a percentage of assets under management. The firm indicates it does not pursue ESG-focused investing.
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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