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Stark Strategic Capital Management, Inc.

Stark Strategic Capital Management, Inc.. CRD 121295

Stark Strategic Capital Management, Inc. logo

CRD: 121295

Stark Strategic Capital Management, Inc.

$18.4M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
19 ADV. Clients
27 yrs Firm Age

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Firm Details

Custodian
Pershing ยท SSG
Clients
Retail
Platforms
--
Established Date
01-17-1999
Office Locations
1

Office Locations

-- Hampstead NC

About Stark Strategic Capital Management, Inc.

Stark Strategic Capital Management, Inc. (Hampstead, NC) is a retail advisory practice led by CFP Scot L. Stark focused on retirement income planning, with a strong specialty in Social Security claiming strategy (including spousal and survivor scenarios) integrated into broader financial plans. The firm uses ETF-based asset allocation and risk management, and also advises on tax, insurance, and estate planning; custody via Pershing.

Team overview

54 AVG AGE
$18.4M AVG AUM / ADVISOR
$967.6K AVG AUM / CLIENT
4.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
27yrs Firm Age

Insights

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Asset Classes

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Client Personas

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Custodian

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Investment Themes

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Investment Vehicles

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Services

Available

Owner & Executives

SCOT L STARK

SCOT L STARK

Certified Financial Planner, President

CRD
#3121983
Ownership
75% or more
Available
Available
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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $0 --
Non-Discretionary $18,384,254 --
Total $18,384,254 --

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Equity - Exchange:
Available
Cash:
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Corporate - Investment Grade:
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Asset class Assets Assets %
Equity - Exchange Available Available
Cash Available Available
Corporate - Investment Grade Available Available
Total Available Available

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