Stark Financial Advisers, Inc.

RIASEC RegisteredEst. 2018
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
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

FINTRX

Overview

Stark Financial Advisers, Inc. is an independent registered investment adviser that began SEC registration in 2018 and is owned by an individual. The firm focuses on fee-based portfolio management for individuals, families and small businesses, charging a percentage of assets under management. Its advisory activity centers on discretionary portfolio management rather than pension consulting or capital allocation services. The firm is not identified as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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: Public Funds/Mutual Funds 49%, Exchange Traded Equities 21%, Derivatives 14%, Investment Grade Corp Bonds 8%, State & Local Bonds 3%, Non-Investment Grade Corp Bonds 2%, Cash & Cash Equivalents 2%, US Government Bonds 1%49%
  • Public Funds/Mutual Funds49%
  • Exchange Traded Equities21%
  • Derivatives14%
  • Investment Grade Corp Bonds8%
  • State & Local Bonds3%

Owners & executives

1 of 1
  • Ellen Adler

    Ellen Adler

    Chief Compliance OfficerCRD 4340102

Contacts

3 of 6

  • Bryan Stark

    Portfolio ManagementCRD 5293015

  • Gary Stark

    Gary Stark

    Principal & FINOPCRD 433866

  • James Scharff

    Assistant Branch ManagerCRD 3203336

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

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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