SourcingSourcing

STAR CAPITAL INC.

C47
CRD 171057·SEC 801-128552·EDINA, MN
AUM
$143.6M
$100M-$500M
Est. Revenue
$1.4M
@ 1% on AUM
Est. EBITDA
$431K
@ 30% margin
Est. Deal Value
$3.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
STAR CAPITAL INC.
CRD
171057
SEC file #
801-128552
EIN
—
DBA names
—

Economics

AUM
$143.6M
AUM band
$100M-$500M
AUM trajectory
'25'26
$143.5M → $143.6M▬ 0%
Client mix
Individuals Other664
Individuals High Net Worth33
Corporations3
Charitable Organizations1

Operations

Employees (total)
6
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'25'26
6 advisors → 6 advisors▬ 0%
Primary office
EDINA MN
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMFixed feesOther Compensation

Filings

Latest ADV filing
03/24/2026
ADV-W filed at
—
Website
linkedin.com/company/starcapitalinc/?viewasmember=true(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MERRILL, TIMOTHY, R
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
MERRILL, TIMOTHY, R
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
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
fallback_guess:star.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
2
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
5696495
Trust Company Affiliate
No

People (6)

6
MERRILL, TIMOTHY, R
IAR · Direct Owner · 87.5%
5696495
ANDREA JANE THOMAS
IAR
4587282
Jonathan Aaron Nizolek
IAR
6378171
ADAM LEE RAINEY
IAR
6232758
GERALD JOSEPH SCANE
IAR
2054214
NELSON, GREGORY, BRIAN
IAR
3019785