Stark Strategic Capital Management, Inc.

RIASEC Registered
Total AUM
$18.4M
Discretionary
$0
0% of AUM
Avg account
$297K
Accounts
62
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
121295
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
Client types
  • HNWI59.28%
  • Individuals40.72%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Stark Strategic Capital Management, Inc. is an independent registered investment advisor that primarily serves individual and family clients. The firm operates under a corporate structure and is owned by an individual. Stark Strategic Capital Management focuses on providing financial planning services and portfolio management tailored for individuals and small businesses. While the firm does not actively engage in ESG investing, it maintains a diverse fee structure that includes a percentage of assets under management, hourly charges, fixed fees, and commissions. Additionally, the firm operates as an insurance broker, further broadening its service offerings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 67%, Cash & Cash Equivalents 33%, Investment Grade Corp Bonds 2%67%
  • Exchange Traded Equities67%
  • Cash & Cash Equivalents33%
  • Investment Grade Corp Bonds2%

Contacts

1 of 1
  • Scot Stark

    Scot Stark

    OwnerCRD 3121983

Wealth teams

FINTRX

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

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth