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Starr-Mathews Financial, LLC

● SEC registered since 2018CRD 166199SEC# 801-113164Calhoun, GA
Export (members)
Reg. AUM
$139.1M
Employees
6
Accounts
236
Location
Calhoun, GA

Starr-Mathews Financial, LLC assets under management

Starr-Mathews Financial, LLC is a registered investment adviser overseen by the SEC based in Calhoun, GA. The firm has been registered since 2018. It reports $139.1 million in regulatory assets under management and employs 6 people.

Starr-Mathews Financial, LLC owners & executives

8 reported
NameTitleOwnershipSince
Holland Capital Advisors, Inc. ControlOwner50-75%2006
Jason Edward Holland ControlChief Compliance OfficerUnder 5%2005
Sma Financial, LLC ControlOwner50-75%2013
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Frequently asked questions

How much does Starr-Mathews Financial, LLC manage?

Starr-Mathews Financial, LLC reports $139.1 million in regulatory assets under management on its Form ADV.

How many employees does Starr-Mathews Financial, LLC have?

Starr-Mathews Financial, LLC reports 6 employees.

Where is Starr-Mathews Financial, LLC located?

Starr-Mathews Financial, LLC is based in Calhoun, GA and has been SEC-registered since 2018.

Does Starr-Mathews Financial, LLC disclose fund performance?

Starr-Mathews Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address215 North Piedmont Street, Calhoun, GA 30701
Phone706 624 4080
Fax706 629 3631
Office hours9:00 a.m. - 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$133.2M
Non-discretionary$5.9M
Total (RAUM)$139.1M