Starr-Mathews Financial, LLC
● SEC registered since 2018CRD 166199SEC# 801-113164Calhoun, GA
Reg. AUM
$158.6M
Employees
6
Accounts
233
Location
Calhoun, GA
Starr-Mathews Financial, LLC assets under management
Starr-Mathews Financial, LLC is a registered investment adviser overseen by the SEC based in Calhoun, GA. The firm has been registered since 2018. It reports $158.6 million in regulatory assets under management and employs 6 people.
Starr-Mathews Financial, LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Holland Capital Advisors, Inc. Control | Owner | 50-75% | 2006 |
| Jason Edward Holland Control | Chief Compliance Officer | Under 5% | 2005 |
| Sma Financial, LLC Control | Owner | 50-75% | 2013 |
See all 8 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Starr-Mathews Financial, LLC manage?
Starr-Mathews Financial, LLC reports $158.6 million in regulatory assets under management on its Form ADV.
How many employees does Starr-Mathews Financial, LLC have?
Starr-Mathews Financial, LLC reports 6 employees.
Where is Starr-Mathews Financial, LLC located?
Starr-Mathews Financial, LLC is based in Calhoun, GA and has been SEC-registered since 2018.
Does Starr-Mathews Financial, LLC disclose fund performance?
Starr-Mathews Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 215 North Piedmont Street, Calhoun, GA 30701 |
| Phone | 706 624 4080 |
| Fax | 706 629 3631 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$158.6M▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$158.6Mregulatory AUM
Discretionary $151.8MNon-discretionary $6.8M