Okeechobee, FL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Stark Financial Advisers, Inc.
Team
Firm-wide stats for Stark Financial Advisers, Inc.
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.
Based on Stark Financial Advisers, Inc.
Location
16950 U.S. Highway 441 North
Okeechobee FL 34972
Advisors at this office
2
Advisors at this office
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.
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.
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