SourcingSourcing

STARR-MATHEWS FINANCIAL, LLC

C46
CRD 166199·SEC 801-113164·CALHOUN, GA
AUM
$158.6M
$100M-$500M
Est. Revenue
$1.6M
@ 1% on AUM
Est. EBITDA
$476K
@ 30% margin
Est. Deal Value
$3.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
STARR-MATHEWS FINANCIAL, LLC
CRD
166199
SEC file #
801-113164
EIN
—
DBA names
—

Economics

AUM
$158.6M
AUM band
$100M-$500M
AUM trajectory
'20'26
$120.8M → $158.6M▲ +31%
Client mix
Individuals High Net Worth54
Individuals Other54
Pension Profit Sharing Plans6

Operations

Employees (total)
6
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
6 advisors → 6 advisors▬ 0%
Primary office
CALHOUN GA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/18/2026
ADV-W filed at
—
Website
starrbenefits.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HOLLAND CAPITAL ADVISORS, INC.
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
HOLLAND CAPITAL ADVISORS, INC.
SMA FINANCIAL, LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
STARRBENEFITS.COM
Rdap Domain Creation Date
2008-11-07T20:00:22Z
Rdap Firm Age Years
18
Rdap Firm Age Band
10-20y
Rdap Registrar
Wild West Domains, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1503
Soi Zip Pct 200k Plus
0.0306
Soi Zip Returns 200k Plus
550
Soi Zip Total AGI
1,153,505
Fdic Zip Total Deposits
20,532,241,000
Fdic Zip Branch Count
306
Fdic Zip Top Banks
Synovus Bank
Georgia Bank & Trust

Compliance & brand

Firm Registration Status
active

All other collected signals (23)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
Wachovia Bank of Georgia, National AssociationCalhoun, GA
First National Bank of Northwest GeorgiaCalhoun, GA
Fdic Zip HHI
1184.2
Fdic Zip Top Bank Share Pct
22.8
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-11-07T20:00:22Z
Rdap Domain Last Changed
2025-11-06T14:11:05Z
Rdap Nameservers
Ns1.brinkster.comNs2.brinkster.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI72,117
Returns5,480
Stub 2
AGI193,712
Returns5,290
Stub 3
AGI174,714
Returns2,840
Soi Zip Total Business Income
30,624
Soi Zip Total Cap Gains
51,530
Soi Zip Total Dividends
9,363
Soi Zip Total Returns
17,970
Trust Company Affiliate
No

People (6)

6
HOLLAND, JASON, EDWARD
IAR · Executive Officer · 2.5%
4080424
JAMES S MATHEWS
IAR
4146073
DANIEL ANDERSON PAYNE
IAR
4077985
LISA JEANETTE MCCANLESS
IAR
5367200
William Stephen Saville
IAR
6815235
Max Edward Holland
IAR
7099196