$158.6M Total AUM
$151.8M Disc. AUM
11.8% 3Y CAGR
6 Employees
119 ADV. Clients
13 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · TD Ameritrade · Vanguard
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-16-2013
- Office Locations
- 3
Office Locations
215 North Piedmont Street Calhoun GA
605 East First Street, Suite 102 Rome GA
-- Cumming GA
About Starr-Mathews Financial, LLC
Starr-Mathews Financial is a Georgia-based RIA providing customized retirement plan solutions and personal wealth planning, combining CFP professionals and CPAs to align investment and tax decisions. The firm builds diversified, asset-allocation portfolios using ETFs, mutual funds, and fixed income; custody includes Charles Schwab.
Team overview
43 AVG AGE
$26.4M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
11.7 yrs AVG TENURE
6 Employees
6 Advisory Reps
6 RIA Reps
13yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JASON EDWARD HOLLAND
Chief Compliance Officer
- CRD
- #4080424
- Ownership
- Less than 5%
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
Max Edward Holland
--
- CRD
- #7099196
Available
Available
Available
J
JAMES S MATHEWS
Vice President
- CRD
- #4146073
Available
Available
Available
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $151,778,236 | $709,244 |
| Non-Discretionary | $6,826,015 | $359,264 |
| Total | $158,604,251 | $680,705 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing