Wealth manager, independent · Edina, MN
Star Capital Inc.
SEC-registered investment adviser · CRD 171057 · SEC 801-128552
At a glance
Star Capital Inc. is an SEC-registered investment adviser based in Edina, Minnesota, with $144 million in regulatory assets under management as of its Form ADV filed August 31, 2026. Its largest client group by assets is individuals, and it reports 697 individual clients. By Form ADV it is a wealth manager, ranked 7,052nd of 8,915 wealth managers and 13,902nd of 17,210 SEC-registered advisers by assets.
Main office 651-444-1116starcapitalinvestments.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $144M
- Rank among wealth managers
- #7,052 of 8,915
- Rank among all SEC RIAs
- #13,902 of 17,210
- Rank in Minnesota
- #242 of 276
- Individual clients
- 697
- High-net-worth clients
- 33
- Accounts
- 1,913
- Discretionary
- 100% of AUM
- Employees
- 6
- Advisory staff
- 6
- Offices
- 3
Owners and executives on its Form ADV
- Timothy R MerrillPresident and Chief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Star Capital Inc. is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer.
Form ADV Part 1 doesn’t name an unaffiliated broker-dealer. The firm’s Part 2A brochure (Item 10) and each adviser’s record on the SEC’s adviser search do.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 664 | $119M | 83% |
| High-net-worth individuals | 33 | $23M | 16% |
| Corporations or other businesses | 3 | $1M | <1% |
| Charitable organizations | 1 | $0M | <1% |
Disciplinary disclosures
Star Capital Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗starcapitalinvestments.com ↗
AtlasMembers
The full record on Star Capital Inc.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 2 years of filings
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- Growth over one, three and five years
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- Rank against 5,282 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Star Capital Inc. manage?
Star Capital Inc. reports $144 million in regulatory assets under management across 1,913 accounts, 100% of it on a discretionary basis, on its Form ADV filed August 31, 2026.
What kind of firm is Star Capital Inc.?
Star Capital Inc. is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Star Capital Inc.’s clients?
By assets, its largest client types are individuals ($119 million, 664 clients); high-net-worth individuals ($23 million, 33 clients); corporations or other businesses ($749,372, 3 clients).
Does Star Capital Inc. have any disciplinary history?
Star Capital Inc. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Star Capital Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →