Star Capital Inc. logo

Star Capital Inc.

Updated today

Client assets under management

$142,562,794

Clients

697

5% high-net worth

Advisors

6

of 6 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

116

Very High

Average account size

$204,538

About

Star Capital serves individual and high‑net‑worth clients with discretionary portfolio management, investment consulting, qualified retirement plan consulting, and sub‑advisory services. The firm provides ongoing portfolio monitoring and delivers financial planning at no additional cost as part of its advisory relationship.

The firm manages a series of model and focused portfolios (Orion, Taurus, Sagittarius, Pisces, Gemini II, Centaurus, and STAR Virgo) and applies a staged screening process that combines fundamental and technical analysis to identify buy opportunities. Several strategies emphasize specific exposures — for example, dividend‑oriented large‑cap equities, sector‑rotating ETF allocations, a dedicated preferred‑stock portfolio, and a short‑duration U.S. Treasury ladder — and the STAR Virgo strategy pairs longer‑term equity holdings with a short‑duration, defined‑risk options overlay.

Star Capital is notable for charging performance‑based fees on the STAR Virgo strategy and managing those accounts side‑by‑side with standard AUM‑fee accounts (performance arrangements are limited to qualified clients), a practice that the brochure discloses and for which the firm maintains policies to address conflicts. The firm also acts as a sub‑adviser to other advisers, discloses advisor registrations with a broker‑dealer and affiliated tax/accounting services, and routinely directs custody/execution to a single recommended custodian while using standing letters of authorization — operational and affiliation features that differentiate it from many peers.

Client services

Portfolio management Selection of other advisers

Expertise

Options & derivatives strategies Concentrated stock management Passive / index investing Active portfolio management

Fee options

Fixed

Fixed fees up to $250,000 per project for investment consulting; up to $100,000 annually for Qualified Retirement Plan Consulting

Percentage

$50,000 - $500,000: 2.00% annually $500,001 - $1,000,000: 1.85% annually $1,000,001 - $2,000,000: 1.75% annually Over $2,000,001+: 1.50% annually $25,000 - $250,000: 1.35% annually Over $250,000+: 1.30% annually $25,000++: 1.50% annually First $2,000,000+: 1.35% annually Over $2,000,001+: 1.25% annually

Commissions

Commissions from securities and insurance product sales by registered representatives and insurance agents affiliated with the firm

Performance-based

25% of profits over 5% semi-annualized return for direct STAR Virgo Strategy accounts; 20% for referral accounts

Other

Account minimum: $25,000 Fee-only: Fixed fees up to $250,000 per project for investment consulting; up to $100,000 annually for Qualified Retirement Plan Consulting

Main office location

Star Capital Inc.

200 Southdale Center

Edina MN 55435, United States

Number of offices

3

Most active in

Alabama · Arizona · Florida · Iowa · Louisiana · Minnesota · Nebraska · Texas · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Gerald S

Series 63, Series 65

Fairhope, AL

Star Capital Inc.

Gerald Scane is a financial advisor with Star Capital Inc. in Fairhope, AL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Star Capital since 2017 and previously worked at Allerion Asset Management from 2010 to 2016. Star Capital serves individual and high-net-worth clients through discretionary portfolio management, financial planning, qualified retirement plan consulting, and sub-advisory arrangements. The firm employs a mix of focused model portfolios and allocation models using fundamental and technical analysis, managing client accounts on a discretionary basis with strategies that include large-cap dividend/value equities, sector-specific themes, preferred stocks, and short-duration Treasury ladders.

Options & derivatives strategies Concentrated stock management Passive / index investing Active portfolio management
user avatar

Timothy M

Series 63, Series 65

Edina, MN

Star Capital Inc.

Timothy Merrill is a financial advisor with Star Capital Inc. in Edina, MN, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has worked at Star Capital and Next Financial Group since 2014. In addition to his advisory role, Merrill operates a sole proprietorship providing life and health insurance solutions. Star Capital serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and qualified retirement plan consulting. The firm employs a range of investment strategies including focused model portfolios and an actively managed defined-risk options overlay strategy.

Options & derivatives strategies Concentrated stock management Passive / index investing Active portfolio management
user avatar

Adam R

CFP®, Series 63, Series 65

Rochester, MN

Star Capital Inc.

Adam Rainey is a CFP® with 11 years of industry experience, currently serving as an advisor at Star Capital Inc. in Rochester, MN. He has worked at Star Capital since 2016 and also holds a role with Strategic Asset Management beginning in 2024. Outside of his advisory duties, Rainey is involved in financial planning through Strategic Retirement Solutions and conducts insurance business under My Life Guys. Star Capital serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and qualified retirement plan consulting. The firm employs a variety of focused model portfolios and allocation strategies, including a performance-based options overlay strategy alongside traditional asset management accounts.

Options & derivatives strategies Concentrated stock management Passive / index investing Active portfolio management
user avatar

Gregory N

CFP®, Series 63

Edina, MN

Star Capital Inc.

Gregory Nelson is a CFP® with 25 years of industry experience, currently serving at Star Capital Inc. He has held roles at Strategic Asset Management, Peak Brokerage Services, and Strategic Retirement Solutions. Nelson owns and operates an insurance agency specializing in life, health, and fixed annuities and co-presides over Legacy Service Group. Star Capital Inc. serves individual and high-net-worth clients through discretionary portfolio management, financial planning, and qualified retirement plan consulting. The firm employs a combination of fundamental and technical analysis across various equity and fixed-income strategies, including a performance-based options overlay strategy alongside traditional asset-based management accounts.

Options & derivatives strategies Concentrated stock management Passive / index investing Active portfolio management
user avatar

Jonathan N

Series 65

Marion, IA

Star Capital Inc.

Jonathan Nizolek is a financial advisor with Star Capital Inc. in Marion, Iowa, holding a Series 65 credential and seven years of industry experience. His background includes roles at RDA Financial Network Inc. and a period of self-employment prior to joining Star Capital. Star Capital serves individual and high-net-worth clients through discretionary portfolio management and financial planning, employing a combination of fundamental and technical analysis across various equity and fixed-income strategies. The firm manages both traditional asset-based accounts and a performance-based strategy, offering clients diversified investment approaches.

Options & derivatives strategies Concentrated stock management Passive / index investing Active portfolio management
user avatar

Andrea T

CFA®

Fairhope, AL

Star Capital Inc.

Andrea Thomas is a CFA® charterholder with 2 years of industry experience. She has worked at Star Capital Inc. since 2023 and previously spent 25 years at Thrivent Financial. Star Capital serves individual and high-net-worth clients through discretionary portfolio management, financial planning, qualified retirement plan consulting, and occasional sub-advisory arrangements. The firm uses a combination of focused model portfolios and allocation models based on fundamental and technical analysis, managing client accounts on a discretionary basis.

Options & derivatives strategies Concentrated stock management Passive / index investing Active portfolio management
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