# Starr-Mathews Financial

Starr-Mathews Financial is a Registered Investment Advisor based in Calhoun, United States.

## Overview

- **Organization type:** Registered Investment Advisor
- **Headquarters:** Calhoun, United States
- **Region:** North America
- **Address:** Calhoun, GA, United States
- **Founded:** 2005
- **Assets under management:** Undisclosed
- **Website:** starrbenefits.com
- **LinkedIn:** linkedin.com/company/starr-mathews-financial-llc

## Regulatory record

- **CRD number:** 166199
- **SEC file number:** 801-113164
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-18T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/166199

## About

Starr-Mathews Financial formed in 2005 as a registered investment advisor in the northwest Georgia manufacturing corridor, where it advises individuals, high-net-worth households, and pension and profit-sharing plans. Tax-aware planning threads through the offering — CPAs sit alongside Certified Financial Planners on the team, an uncommon pairing for a firm of its scale. The firm constructs personalized portfolios emphasizing goal definition before asset allocation. For retirement-plan clients, Starr-Mathews designs plan-level investment menus and participant education; for personal-wealth clients, it manages discretionary accounts tied to a household financial plan. The firm has not published a specific asset-class split, but its website framing — "retirement plans" and "personal wealth" as two spokes — implies a book balanced between ERISA-plan assets and high-net-worth separate accounts. No direct co-investment or fund-commitment activity has been publicly reported. The firm is deliberately lean: no second office, no published team headcount, no disclosed assets under management. A noteworthy structural decision is the embedding of CPA expertise within an RIA — Starr-Mathews positions tax planning as a value driver alongside investment management rather than outsourcing it to a separate firm, which tends to appeal to closely held business owners and professional-services retirees concentrated in its north Georgia footprint. The practice does not publicize adjacent vehicles such as philanthropic foundations or operating companies. No material operational event from the last 24 months — such as a merger, key hire, or service-line launch — has been captured in public reporting. Starr-Mathews Financial's structure as a dual-credentialed RIA — combining fiduciary investment management with in-house CPA-delivered tax planning — creates a genuine differentiator among small-town wealth managers, most of whom separate the two functions. This integrated model effectively competes for local affluent households and small-business retirement plans that value continuity across their financial and tax picture but do not require the institutional-grade alternatives access or multi-jurisdictional reach of a large aggregator.

## Sectors

- Financial Services

## Questions

### Who runs investment decisions at Starr-Mathews Financial?

The firm has not publicly named a chief investment officer or managing principal on its website or in regulatory filings accessible for this review. Investment management is delivered by the Certified Financial Planner team within the registered investment advisor, with individual portfolio construction guided by client-specific financial plans rather than a centralized model-portfolio committee. No external sub-advisor relationships have been disclosed.

## Related profiles

- [Starr Foundation](https://altss.com/profile/starr-foundation)
- [Starship Ventures](https://altss.com/profile/starship-ventures)

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Last updated: 2026-08-11T02:43:31.692Z

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