Star Capital Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$142,562,794
Clients
697
Advisors
5
across 3 offices
About
Star Capital provides discretionary and non-discretionary investment management and consulting through separately managed account strategies to individuals, high‑net‑worth clients, retirement accounts, small businesses, and financial advisors. The firm reports managing approximately $136 million in client assets and positions itself as a partner to financial advisors rather than as a standalone financial planning provider; it does not offer traditional financial planning services, which is less common among similar team firms.
The firm’s investment process is disciplined and process‑driven, combining fundamental analysis, quantitative screening, and top‑down macro views to construct portfolios using individual securities, ETFs, and mutual funds. Star Capital offers a range of focused strategies (value, sector rotation, energy, preferred securities, blended active/passive models) and a recently added Lyra Adaptive AI strategy — an actively managed, concentrated AI‑cycle SMA that carries a higher risk profile and may involve more frequent portfolio activity.
Distinctive features include the firm’s advisor‑focused operating model and the addition of a specialized AI‑thematic SMA at a firm of its size, alongside a no‑minimum option for non‑focused accounts. The firm also discloses that its investment adviser representatives are licensed insurance agents who may receive separate commission compensation for insurance sales, a potential conflict of interest clients should consider.
Client services
Expertise
Fee options
Account minimum: Varies by strategy: Non-focused portfolios $0, Centaurus and Gemini II $25,000, Orion/Taurus/Sagittarius/Pisces $50,000, Lyra $25,000 (exceptions possible) Fee-only: Investment consulting fixed fees up to $250,000 per project
Main office
See office200 Southdale Center
Edina MN 55435
Advisors at this office
2
Offices (3)
Most active in
Alabama · Arizona · Florida · Iowa · Louisiana · Minnesota · Nebraska · Texas · Wisconsin
Also doing business as
Ridgeline Financial Strategies · Star Capital Inc. · Strategic Retirement Solutions
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
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.
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.
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.
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.
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.
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