Star Capital Inc.
Firm details
- Headquarters
- Edina, Minnesota
- CRD number
- 171057
- Registered since
- August 11, 2023
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- Individuals83.09%
- HNWI16.19%
- Corporations / Businesses0.52%
- Charitable Organizations0.2%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Star Capital Inc. is an independent registered investment adviser organized as a corporation and controlled by an individual owner. The firm registered with the SEC in 2023 and positions itself as a capital allocator that serves both individual/family and institutional clients. Its advisory model combines direct portfolio management for individuals and small businesses with the selection and oversight of external investment managers. Fee arrangements include both percentage-of-assets and fixed-fee components, and the firm reports that it does not take an active ESG investing stance. Star Capital identifies with a traditional discretionary advisory model, acting as the primary decision-maker for client portfolios while also tapping third-party managers where appropriate.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities43%
- Public Funds/Mutual Funds37%
- Cash & Cash Equivalents16%
- US Government Bonds3%
- Non-Exchange Traded Equities2%
Contacts
3 of 5
Timothy Merrill
PresidentCRD 5696495

Adam Rainey
Senior Financial PlannerCRD 6232758

Gregory Nelson
Senior Financial PlannerCRD 3019785
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Edina, MN
Hennepin
Location
Edina, MN
Headquartered in Edina, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 200 Southdale Ctr
- Time zone
- CT (UTC-6)
- Office locations
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