Stark Financial Advisers, Inc.
Firm details
- Headquarters
- Okeechobee, Florida
- CRD number
- 121213
- Registered since
- March 8, 2018
- 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 a fee-based advisory corporation that began SEC registration in 2018 and is owned by an individual. The firm focuses on portfolio management for individuals and small businesses, serving a client base composed primarily of individual and family investors. Compensation is charged as a percentage of assets under management. The firm reports it is not an active ESG investor and is not positioned as a pension consultant or capital allocator.
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
- 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
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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