S
Starklogic LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
StarkLogic LLC is an investment manager formed in 2018 that provides discretionary portfolio management and wealth management services for pooled and institutional accounts, while also offering financial planning for individual clients. The firm prepares Financial Reviews and Investment Plans to guide implementation and ongoing monitoring of client portfolios.
The firm emphasizes asset allocation as the primary determinant of returns and employs both strategic and tactical allocation methods supported by computer models and third‑party research. Portfolios are typically implemented through no‑load mutual funds and ETFs, with the occasional use of individual stocks, closed‑end funds, MLPs and fixed income securities, and accounts are generally managed on a discretionary basis.
Distinctive features in the brochure include an explicit offering of fee‑based educational seminars and standalone hourly financial planning, and a stated willingness to work with a broad mix of client types such as pension and profit‑sharing plans, endowments and charitable organizations. The adviser’s materials also reflect an early‑stage manager profile (established in 2018) and a prior reporting period showing no assets under management, suggesting a focus on building institutional or pooled relationships and referral arrangements with other advisers.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Wealth management
Passive / index investing
Active portfolio management
Occupation focus
Executive
Financial Professional
Demographic focus
Mid-Career Professionals
Fee options
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.50% $10,000,001+: Negotiable
Financial planning hourly rate of $150.00 per hour
Account minimum: $500,000 Minimum fee: $5,000 minimum annual fee Fee-only: Financial planning fees at $150.00 per hour, fees negotiated for separate financial plans, seminars case-by-case basis similar to financial planning fees
Main office location
Starklogic LLC
Sammamish WA, United States
Number of offices
1
Most active in
Starklogic LLC has reported serving >5 clients in these states in the last 12 months.
Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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