CRD: 121213
Stark Financial Advisers, Inc.
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- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-19-2002
- Office Locations
- 4
Office Locations
About Stark Financial Advisers, Inc.
Stark Financial Advisers is an independent, fiduciary RIA delivering comprehensive wealth management to individuals, families, and businesses across the U.S. The team provides portfolio management, retirement planning, and trust/estate and charitable planning, using disciplined, research-based construction and risk management (including options for income or risk control when appropriate). Platform features include dual custody with Schwab and Pershing and Capitect-powered portfolio analytics.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
GARY LESTER STARK
Chief Executive Officer, President
- CRD
- #433866
- Ownership
- 75% or more
ELLEN RUTH ADLER
Chief Compliance Officer, President, VICE PRESIDENT
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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NOAH MANCINI BROWN
Senior Product Manager
- CRD
- #6101574
RYAN EDWARD KILMARTIN
--
- CRD
- #6340873
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $94,672,239 | $407,353 |
| Non-Discretionary | $0 | -- |
| Total | $94,672,239 | $407,353 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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