Overview
Assets Under Management: $159 million
Headquarters: CALHOUN, GA
High-Net-Worth Clients: 54
Average Client Assets: $2.0 million
Frequently Asked Questions
STARR-MATHEWS FINANCIAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #166199), STARR-MATHEWS FINANCIAL, LLC is subject to fiduciary duty under federal law.
STARR-MATHEWS FINANCIAL, LLC is headquartered in CALHOUN, GA.
STARR-MATHEWS FINANCIAL, LLC serves 54 high-net-worth clients according to their SEC filing dated March 18, 2026. View client details ↓
According to their SEC Form ADV, STARR-MATHEWS FINANCIAL, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
STARR-MATHEWS FINANCIAL, LLC manages $159 million in client assets according to their SEC filing dated March 18, 2026.
According to their SEC Form ADV, STARR-MATHEWS FINANCIAL, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 54
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.56%
Average Client Assets: $2.0 million
Total Client Accounts: 233
Discretionary Accounts: 214
Non-Discretionary Accounts: 19
Regulatory Filings
CRD Number: 166199
Filing ID: 2075634
Last Filing Date: 2026-03-18 06:44:39