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STAR CAPITAL INC.

CRD 171057File 801-128552
APPROVED
Retail clients
Custody
Filing as of Aug 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$143.6M
Bottom 25% of cohort (national)
Discretionary AUM
$143.6M
Clients
701
1,913 accounts
Employees
6
Bottom 25% of cohort in MN

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
CHRO
Registration date
Aug 11, 2023
Principal office
200 SOUTHDALE CENTER, EDINA, MN, 55435
Phone
651-444-1116

Assets & accounts

ADV Item 5F
Total regulatory AUM
$143.6M
Discretionary AUM
$143.6M
Non-discretionary AUM
$0
Discretionary accounts
1,913
Non-discretionary accounts
0
Total accounts
1,913
AUM per client
$205K

Clients by type

ADV Item 5D
Client typeClientsAUM
OtherFewer than 5$749K
Charitable organizationsFewer than 5$284K
High net worth individuals33$23.3M
Individuals (other than high net worth individuals)664$119.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Other
  • Fixed fees
  • Other (described) — SUB-ADVISOR FEES
  • A percentage of assets under your management

Advisory activities

  • Selection of other advisers
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026Clients694701increased by7
Apr 1, 2026AUM$143,466,937$143,595,858increased by$128,921
Apr 1, 2026Accounts1,5721,913increased by341
Jan 1, 2026CustodyNoYes
Dec 1, 2025
vs May 1, 2025
Employees76decreased by1
May 1, 2025Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “STAR CAPITAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“STAR CAPITAL” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.