STARR-MATHEWS FINANCIAL, LLC
Firm details
- Headquarters
- CALHOUN, Georgia
- CRD number
- 166199
- Registered since
- May 4, 2018
- Website
- www.starrbenefits.com
- Custodians
- CHARLES SCHWAB & CO., INC., THE VANGUARD GROUP, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI69.56%
- Pension & Profit Sharing Plans17.66%
- Individuals12.78%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Starr-Mathews Financial, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2018. The firm serves both individual and family clients alongside institutional relationships. Its advisory offerings, as described on its filing, center on financial planning, portfolio management for individuals and small businesses, and pension consulting services. Compensation is flexible: percentage-of-AUM billing sits alongside hourly and fixed-fee arrangements. The firm is not positioned as a capital allocator and does not identify as an active ESG investor.
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 Equities38%
- Public Funds/Mutual Funds34%
- US Government Bonds26%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1LISA MCCANLESS
Chief Financial OfficerCRD 5367200
Contacts
3 of 5JAMES MATHEWS
Managing MemberCRD 4146073
DANIEL PAYNE
Investment Adviser RepresentativeCRD 4077985
William Saville
Investment Adviser RepresentativeCRD 6815235
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CALHOUN, GA
GORDON
Location
CALHOUN, GA
Headquartered in CALHOUN, GA, anchoring the Chattanooga-Cleveland-Dalton, TN-GA metro in the South.
- Metro area
- Chattanooga-Cleveland-Dalton, TN-GA
- Region
- South
- County
- GORDON
- Address
- 215 N Piedmont St
- Time zone
- ET (UTC-5)
- Office locations
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