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STARR-MATHEWS FINANCIAL, LLC

CRD 166199 · SEC 801-113164

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215 NORTH PIEDMONT STREET, CALHOUN, GA, 30701, United States

Phone

706 624 4080

Fax

706 629 3631

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$158.6M

Discretionary AUM

$151.8M

Team

6 total employees; 6 advisory reps; 5 broker-dealer reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-18

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals54$20.3M
High net worth individuals54$110.3M
Pension/profit sharing plans6$28.0M

States served

GA

All web addresses on file

Official SEC filing: View on IAPD