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- Custodian
- Charles Schwab & Company · Gemini Trust · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-01-2014
- Office Locations
- 4
Office Locations
About Star Capital Inc.
Star Capital Inc. is an Edina, MN-based registered investment adviser serving retail and institutional clients. The firm provides investment management and portfolio construction alongside financial planning, including tax, estate, retirement-plan and insurance guidance, with a client tilt toward entrepreneurs and accredited investors. Portfolios commonly use ETFs and public funds; supports custody via Schwab and Interactive Brokers and offers meeting scheduling via Calendly.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
TIMOTHY R MERRILL
Chief Compliance Officer, President
- CRD
- #5696495
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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GREGORY BRIAN NELSON
Owner, President
- CRD
- #3019785
Jonathan Aaron Nizolek
--
- CRD
- #6378171
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $143,595,858 | $75,063 |
| Non-Discretionary | $0 | -- |
| Total | $143,595,858 | $75,063 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - OTC | Available | Available |
| Derivatives | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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