A complete list of active advisors currently associated with Stark Strategic Capital Management, Inc.

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The firm provides financial planning, counseling, investment supervision, portfolio management, risk management, and tax‑planning advice to individual clients, including both those with minimal assets and high‑net‑worth clients; it reports managing about $18.4 million for roughly 19 clients. Services can be provided as comprehensive or modular financial plans and the firm implements recommendations when clients approve them. The firm follows a structured six‑step planning process—data gathering, analysis, plan presentation, implementation, and ongoing monitoring—and constructs tailored portfolios primarily using mutual funds and ETFs after screening for asset allocation, fees, management tenure, and other factors. Accounts are managed on a non‑discretionary basis (the firm reports only non‑discretionary AUM), so trades are executed only with client authorization and reviews occur at least semi‑annually or as requested. Noteworthy distinctions include the firm’s licensing as an insurance producer and acceptance of commission‑based compensation for insurance sales, disclosures the brochure identifies as a potential conflict of interest that the firm seeks to address through fiduciary duties and a formal code of ethics. The firm also typically recommends a specific clearing/custody relationship and allows clients to direct brokerage, and it does not vote proxies on client securities, which leaves execution and proxy voting control with clients.

To learn more about the advisors currently working at Stark Strategic Capital Management, 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.