Star Capital Inc.
- Regulatory AUM
- $144M
- Discretionary
- $144M
- Clients
- 701
- Avg AUM / client
- $205K
- Accounts
- 1,913
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 664 | $119M | 83.1% |
| High net worth individuals | 33 | $23.3M | 16.2% |
| Charitable organizations | 1 | $284K | 0.2% |
| Corporations and other businesses | 3 | $749K | 0.52% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Timothy R Merrill | President And Chief Compliance Officer | Jul 2019 (7y) | 75% or more | |
| Gregory Brian Nelson | Registered representative | CFP | Jul 2014 (12y) | |
| Adam Lee Rainey | Registered representative | CFP | Oct 2016 (10y) | |
| Andrea Jane Thomas | Registered representative | CFA | Oct 2023 (3y) | |
| Gerald Joseph Scane | Registered representative | Mar 2024 (2y) | ||
| Jonathan Aaron Nizolek | Registered representative | Jan 2025 (2y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 940 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Other fees
- • SUB-ADVISOR FEES
Services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $118M (82% of AUM) Mar 2026
- Athene Securities, Llc $29.4M (22% of AUM) Dec 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 05, 2026.
View current Form ADV (SEC/IAPD) ↗