# Star Capital Inc.

> Star Capital Inc. is an SEC-registered investment advisory firm in Edina, MN, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 31, 2026.

- CRD: 171057
- Filed as: STAR CAPITAL INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Edina, MN
- Filing period: October 2026
- Form ADV filing dated: August 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/171057
- AdvisorCensus page: https://advisorcensus.com/firm/star-capital-inc-edina-mn-171057

## Quick answers

**How is Star Capital Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Star Capital Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other.

**Where is Star Capital Inc. located?**
Star Capital Inc.'s principal office is in Edina, MN, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Star Capital Inc. registered with the SEC or a state?**
Star Capital Inc. is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 171057.

**How much does Star Capital Inc. manage?**
Star Capital Inc. reports $143,595,858 in regulatory assets under management in its Form ADV filing dated August 31, 2026 (100% discretionary).

**How have Star Capital Inc.'s assets and staff changed since 2023?**
In the Form ADV data for Star Capital Inc.: Regulatory assets under management: $128,013,336 in the October 2023 data and $143,595,858 in the October 2026 data, up 12%. Total employees: 6 in October 2023 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Star Capital Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (664); high net worth individuals (33); corporations or other businesses not listed above (3).

**Which custodians does Star Capital Inc. use?**
Star Capital Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Star Capital Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/171057

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $143,595,858
- Discretionary: $143,595,858
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 664 | $119,308,230 |
| High net worth individuals | 33 | $23,254,564 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 1 | $283,692 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 3 | $749,372 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 6 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AZ, FL, IA, LA, MN, NE, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Rochester, MN

### Websites listed on Form ADV (Item 1.I)
- starcapitalinvestments.com
- LinkedIn @starcapitalinc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $128,013,336 | 6 | August 15, 2023 |
| October 2024 | $136,158,316 | 7 | May 31, 2024 |
| October 2025 | $143,466,937 | 6 | July 30, 2025 |
| October 2026 | $143,595,858 | 6 | August 31, 2026 |

Regulatory assets under management: $128,013,336 in the October 2023 data and $143,595,858 in the October 2026 data, up 12%.
Total employees: 6 in October 2023 and 6 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Star Capital Inc. (CRD 171057): Form ADV filing data as of October 2026.