Interest Financial, Llc
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 67,325
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 4
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 67,325 | — | — |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Froug, Aaron | Ceo, Chairman Of Board For Interest Investments, Inc. | Jul 2017 (9y) | ≈ 18.75% – 50% via Interest Investments, Inc | |
| Robert Alan Starr | President, Treasurer, Secretary, Co Ceo Of Interest Investments, Inc. | Jul 2017 (9y) | ≈ 18.75% – 50% via Interest Investments, Inc | |
| Morin, Dianne, Marie | Chief Compliance Officer | Jul 2022 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Interest Investments, Inc | Sole Managing Member Of Interest Financial, Llc | Oct 2017 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Froug, Aaron: 25% – 50% of Interest Investments, Inc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Robert Alan Starr: 25% – 50% of Interest Investments, Inc × 75% – 100% direct ≈ 18.75% – 50% of the firm
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) | 07/02/2026 | 975 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
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 02, 2026.
View current Form ADV (SEC/IAPD) ↗