Starr-mathews Financial, LLC
Starr-mathews Financial, LLC is an SEC-registered wealth manager in Calhoun, GA with $158.6M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Starr-mathews Financial, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 166199, SEC 801-113164, data through 2026-03-18.
- AUM (assets under management / regulatory AUM)
- $158.6M (2026-03-18)
- Firm type
- Wealth Manager
- Location
- Calhoun, GA
- Employees
- 6
- Clients
- 114
- CRD
- 166199
- Ownership
- HOLLAND CAPITAL ADVISORS, INC.; SMA FINANCIAL, LLC; HOLLAND, JASON, EDWARD; MASHBURN, WARREN, CRAIG; MATHEWS, ROBERT
How much AUM does Starr-mathews Financial, LLC have?
Starr-mathews Financial, LLC reported $158.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-18).
Who owns Starr-mathews Financial, LLC?
Disclosed owners and executives of Starr-mathews Financial, LLC include HOLLAND CAPITAL ADVISORS, INC., SMA FINANCIAL, LLC, HOLLAND, JASON, EDWARD, MASHBURN, WARREN, CRAIG, MATHEWS, ROBERT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.