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Gerald S

Series 63, Series 65

Fairhope, AL

Star Capital Inc.

Gerald Scane is a financial advisor at Star Capital Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Star Capital since 2017, following six years at Allerion Asset Management. Star Capital provides discretionary and non-discretionary investment management and consulting services to individuals, high-net-worth clients, retirement accounts, small businesses, and financial advisors. The firm employs a disciplined, process-driven investment approach that combines fundamental analysis, quantitative screening, and top-down macro views, offering a range of focused strategies including an AI-themed adaptive SMA.

Active portfolio management Passive / index investing
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Timothy M

Series 63, Series 65

Edina, MN

Star Capital Inc.

Timothy Merrill is an advisor at Star Capital Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and also operates a sole proprietorship providing life and health insurance solutions. Star Capital offers discretionary and non-discretionary investment management and consulting services to individuals, high-net-worth clients, retirement accounts, small businesses, and financial advisors. The firm utilizes a disciplined investment process that combines fundamental analysis, quantitative screening, and macroeconomic perspectives to build portfolios across various strategies, including a specialized AI-thematic SMA.

Active portfolio management Passive / index investing
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Adam R

CFP®, Series 63, Series 65

Rochester, MN

Star Capital Inc.

Adam Rainey is a CFP® with 12 years of industry experience, currently serving as an advisor at Star Capital Inc. since 2016. He also has a role with Strategic Asset Management starting in 2024 and has experience with PEAK Brokerage Services, LLC and Next Financial Group, Inc. Outside of his advisory roles, Rainey is involved with Strategic Retirement Solutions as an owner and planner. Star Capital Inc. provides discretionary and non-discretionary investment management and consulting services to individuals, high-net-worth clients, retirement accounts, small businesses, and financial advisors. The firm employs a disciplined investment process combining fundamental analysis, quantitative screening, and top-down macro views to build portfolios and offers specialized strategies including an AI-driven adaptive SMA.

Active portfolio management Passive / index investing
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Gregory N

CFP®, Series 63

Edina, MN

Star Capital Inc.

Gregory Nelson is a CFP® with 26 years of industry experience, currently serving at Star Capital Inc. He has held roles at Strategic Asset Management, Peak Brokerage Services, and Strategic Retirement Solutions. Nelson owns and operates several insurance and tax-related businesses alongside his advisory work, including an insurance agency and a tax preparation firm. Star Capital Inc. provides discretionary and non-discretionary investment management and consulting to individuals, high-net-worth clients, retirement accounts, small businesses, and financial advisors. The firm employs a disciplined investment process combining fundamental analysis, quantitative screening, and top-down macro views, offering a variety of focused strategies and an AI-driven portfolio option.

Active portfolio management Passive / index investing
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Andrea T

CFA®

Fairhope, AL

Star Capital Inc.

Andrea Thomas is a CFA® charterholder with three years of industry experience. She has been with Star Capital Inc. since 2023 and previously worked at Thrivent Financial for 25 years. Star Capital provides discretionary and non-discretionary investment management and consulting services to individuals, high-net-worth clients, retirement accounts, small businesses, and financial advisors. The firm uses a disciplined, process-driven investment approach that combines fundamental analysis, quantitative screening, and macroeconomic views to construct portfolios across various focused strategies, including a specialized AI-adaptive SMA.

Active portfolio management Passive / index investing
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