Fairhope, AL Office

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.