Starkey & Associates, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Starkey & Associates, Inc. is a registered investment adviser that provides portfolio management and investment advice to a small client base that includes individuals (including high‑net‑worth clients), pension/profit‑sharing plans, trusts, and business entities; the brochure reports approximately $25 million in assets under management across its accounts. Advisory accounts are custodied at a third‑party custodian and the firm uses Charles Schwab for execution and client reporting.
The firm describes its approach as “common sense” and employs fundamental analysis with a mix of long‑ and short‑term strategies, and the ability to use options when appropriate; it does not engage in margin trading for clients. Starkey & Associates manages client accounts on a non‑discretionary basis, proposing trades for client approval, while monitoring portfolios daily and conducting formal performance reviews at least quarterly.
Noteworthy operational features include that all reported AUM is managed non‑discretionarily and the firm is deemed to have custody only because clients authorize routine fee withdrawals; it also aggregates block trades through a lead custodian and encourages clients to use that custodian. The firm states it does not accept soft‑dollar arrangements or referral compensation, does not vote client proxies (clients retain proxy voting authority), and reports no third‑party compensation from its recommended custodian.
Client services
Expertise
Fee options
2.0% annually (charged as 0.50% quarterly in arrears)
Account minimum: $500 Fee-only: 2.0% annually charged quarterly in arrears at 0.50% per quarter based on end of quarter AUM value.
Main office
Weldon Spring MO
Advisors at this office
1
Most active in
Louisiana · Missouri · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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