Starr-Mathews Financial, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Calhoun, GA. Its latest Form ADV filing, dated March 18, 2026, reports $159M in regulatory assets under management, 6 employees, 1 office, and 233 accounts.
Assets Under Management
$159M
Employees
6
Offices
1 office
Total Clients
114
Primary office
CALHOUN, GA
215 NORTH PIEDMONT STREET, CALHOUN, GA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 47.4% of total clients.
Top client categories% of clientsClients
1
Individuals
47.4%
54
2
HNWI
47.4%
54
3
Pension Plans
5.3%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$159Mas of March 18, 2026
Discretionary95.7%
$152M
96% of total RAUM95.7%
Non-discretionary4.3%
$7M
4% of total RAUM4.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$159M
Total Accounts233
10Y AUM Change+$46M (+41.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee19:1
10Y Employee Change+1 (+20.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.