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Stark Financial Advisers, Inc.

Updated today

Client AUM

$94,672,239

Clients

186

Advisors

6

across 4 offices

About

Stark Financial Advisers, Inc. is a registered investment adviser that manages about $94.7 million on a discretionary basis for individuals, pension and profit‑sharing plans, corporations, and other business entities. The firm serves both clients in its wrap-fee Wealth Allocation Program (introduced primarily via R.M. Stark) and non-wrap clients under separate asset management agreements, and typically seeks accounts with at least $100,000 in assets.

The firm follows an asset-allocation driven approach informed by both fundamental and technical analysis, constructing portfolios that range from very conservative to aggressive and conducting scheduled and event‑driven reviews. SFA deploys a variety of strategies, including long‑ and short‑term trading, short sales, margin, and options strategies (such as covered calls and protective puts), and discloses the use of derivatives in separately managed accounts.

Noteworthy aspects compared with peers include SFA’s role as sponsor of a wrap-fee program (the Wealth Allocation Program), which is custodied at Pershing LLC and available only through R.M. Stark, and the firm’s prevalence of dual registrations between its advisers and the affiliated broker‑dealer—relationships the brochure identifies and discloses as potential conflicts of interest. The firm manages only discretionary assets and emphasizes documented disclosures and policies to address these brokerage and referral relationships alongside its advisory services.

Client services

Portfolio management

Expertise

Options & derivatives strategies

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Fee options

Percentage

$0 - $150,000: 2.00% $150,000 - $500,000: 1.65% $500,000 - $2,000,000: 1.50%

Other

Account minimum: $100,000

Main office

See office

16950 U.S. Highway 441 North

Okeechobee FL 34972

Advisors at this office

2

Most active in

Florida · Georgia · North Carolina

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Noah B

Series 63, Series 65

Decatur, GA

Stark Financial Advisers, Inc.

Noah Brown is a financial advisor with Stark Financial Advisers, Inc. and holds Series 63 and Series 65 licenses. He has 13 years of industry experience, including roles at Stark Financial Advisers since 2023 and R.M. Stark & Co. since 2012. Outside of his advisory work, Brown is involved in basketball scouting and coaching with USA Select Basketball, recruits for professional basketball players and coaches through 720 Sportsgroup, and owns a basketball player development business, Nobro. He also holds a partnership in a lifestyle medspa in Atlanta. Stark Financial Advisers, Inc. manages approximately $94.7 million on a discretionary basis for individuals, pension and profit-sharing plans, corporations, and other entities. The firm employs an asset-allocation driven investment approach that incorporates both fundamental and technical analysis, offering portfolios that range from conservative to aggressive and utilizing various trading strategies including derivatives.

Options & derivatives strategies
user avatar

Sean K

Series 63, Series 65

Okeechobee, FL

Stark Financial Advisers, Inc.

Sean Kilmartin is a financial advisor at Stark Financial Advisers, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with R.M. Stark & Co., Inc. since 1996. Outside of finance, Kilmartin is co-founder and general manager of USA Select Basketball, LLC, which helps American basketball players find professional opportunities internationally. Stark Financial Advisers, Inc. manages approximately $94.7 million on a discretionary basis for individuals, retirement plans, corporations, and other entities. The firm employs an asset-allocation driven approach using fundamental and technical analysis, offering a range of portfolio strategies from conservative to aggressive.

Options & derivatives strategies
user avatar

Gary S

Series 63, Series 65, Series 66

Okeechobee, FL

Stark Financial Advisers, Inc.

Gary Stark is a financial advisor with Stark Financial Advisers, Inc. He holds Series 63, 65, and 66 licenses and has 53 years of industry experience. His career includes extensive tenure at R.M. Stark & Co., Inc. and Stark Financial Advisers, Inc., with overlapping roles at both firms dating back to 1994. Stark Financial Advisers, Inc. manages approximately $94.7 million on a discretionary basis for individuals, pension and profit-sharing plans, corporations, and other business entities. The firm employs an asset-allocation driven approach using both fundamental and technical analysis and offers a range of portfolio strategies from conservative to aggressive, including the use of derivatives and options in separately managed accounts.

Options & derivatives strategies
user avatar

Bryan S

Series 66

Stanfield, NC

Stark Financial Advisers, Inc.

Bryan Stark is a financial advisor with Stark Financial Advisers, Inc., holding a Series 66 designation and 19 years of industry experience. His career includes long-term roles at Stark Financial Advisers, Inc. and R.M. Stark & Co., Inc., as well as over three decades at U.S. Airways. Stark Financial Advisers, Inc. manages approximately $94.7 million on a discretionary basis for individuals, pension and profit-sharing plans, corporations, and other business entities. The firm employs an asset-allocation driven approach that incorporates both fundamental and technical analysis, offering strategies ranging from conservative to aggressive and including derivative use in separately managed accounts.

Options & derivatives strategies
user avatar

James S

Series 63, Series 65

Charlotte, NC

Stark Financial Advisers, Inc.

James Scharff is a financial advisor with Stark Financial Advisers, Inc. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. His career includes over two decades at R.M. Stark & Co., Inc., where he serves as assistant branch manager with responsibilities in client account management, portfolio supervision, and trading. Stark Financial Advisers, Inc. manages approximately $94.7 million in discretionary assets for individuals, pension and profit-sharing plans, corporations, and other entities. The firm employs an asset-allocation driven approach using both fundamental and technical analysis and offers a range of portfolio strategies from conservative to aggressive, including the use of derivatives and options.

Options & derivatives strategies
user avatar

Ryan K

Series 65, Series 66

Charlotte, NC

Stark Financial Advisers, Inc.

Ryan Kilmartin is a financial advisor at Stark Financial Advisers, Inc. with 11 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Stark Financial Advisers since 2023 and at R.M. Stark & Co., Inc. since 2012. Stark Financial Advisers, Inc. manages approximately $94.7 million in discretionary assets for individuals, pension and profit-sharing plans, corporations, and other entities. The firm employs an asset-allocation driven approach that incorporates fundamental and technical analysis, offering portfolios from conservative to aggressive and utilizing a range of strategies including derivatives and options.

Options & derivatives strategies
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