A complete list of active advisors currently associated with Star Capital Inc.

Warmer can help you find a great advisor at Star Capital Inc. or one who fits your needs even better.

Star Capital provides investment management and consulting to retail and high‑net‑worth individuals, retirement accounts, small businesses, and other advisers, operating through a five‑advisor team that manages roughly 697 client relationships. The firm offers several model portfolios and separately managed account strategies and has added the Lyra Adaptive AI Strategy, which carries a $25,000 account minimum and is intended for clients with above‑average risk tolerance and a long‑term horizon. The firm’s investment process blends fundamental analysis, quantitative screening, and top‑down macroeconomic assessment within a disciplined, process‑driven framework that emphasizes risk management and alignment with client objectives. Offerings range from core model portfolios to the actively managed Lyra strategy, which may hold individual equities, ETFs, and cash, typically exhibits higher turnover, and is managed on a discretionary basis to allow timely reallocations. Notably, Star Capital does not identify comprehensive financial planning as a core service, instead focusing on portfolio management and consulting — a distinction that differs from many peer team firms. The brochure also discloses that its adviser representatives are licensed to sell insurance (a potential conflict of interest), that the firm does not take custody of client assets, and that the Lyra strategy’s AI focus and higher turnover may lead to elevated volatility and tax considerations for taxable accounts.

To learn more about the advisors currently working at Star Capital Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Star Capital Inc.'s office locations.