Augustar Distributors, Inc.

Broker-DealerFINRA MemberEst. 1997
Total AUM
—
Advisory reps
48
Avg account
$0

Firm details

Headquarters
Montgomery, Ohio
CRD number
41081
Registered since
March 6, 1997

Firm profile

FINTRX

Overview

Augustar Distributors, Inc. is organized as a corporation that operates as an insurance broker‑dealer. The firm has been SEC‑registered since 1997 and is identified as being owned by a combination of a domestic entity and an individual. Regulatory and classification details indicate the organization functions primarily in a distribution capacity rather than as a capital allocator or multi‑state investment adviser. Available records flag several negative markers rather than specific lines of business: the firm is not listed as an active ESG investor, is not a pension consultant, is not a related adviser, and is not characterized as a newly formed adviser. Source fields for client types, fee arrangements, and advisory activities are blank, so there is no public detail on target clients, compensation models, or the advisory services the firm may provide.

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

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Clifford Jack

    Clifford Jack

    President and Chief Executive OfficerCRD 1398005

Contacts

3 of 47
  • Susan Fellman

    Registered RepresentativeCRD 5011739

  • Matthew Collins

    Matthew Collins

    Registered RepresentativeCRD 5069278

  • Leslie Mcdonald

    Leslie Mcdonald

    Annuity Product SpecialistCRD 2683910

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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

Montgomery, OH

Hamilton

Location

Montgomery, OH

Headquartered in Montgomery, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.

Metro area
Cincinnati-Wilmington-Maysville, OH-KY-IN
Region
Midwest
County
Hamilton
Address
1 Financial Way
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth