AdvisorCensus / Financial advisors / Florida / Tampa / Star Harbor Investments Inc
Star Harbor Investments Inc is an SEC-registered investment advisory firm in Tampa, FL, registered since 2025, with no regulatory assets under management reported in its Form ADV filing dated March 31, 2026.
Quick answers
From the filingHow is Star Harbor Investments Inc compensated?
On its Form ADV (Item 5.E, October 2026), Star Harbor Investments Inc reports these compensation arrangements: a percentage of assets under its management.
How much does Star Harbor Investments Inc charge?
Its Form ADV Part 2A brochure dated March 31, 2026 states: Up to $100,000: 2% a year; $100,001 to $500,000: 1.75% a year; $500,001 to $2,000,000: 1.5% a year; Above $2,000,001: 1.25% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Star Harbor Investments Inc located?
Star Harbor Investments Inc's principal office is in Tampa, FL, according to its Form ADV.
Is Star Harbor Investments Inc registered with the SEC or a state?
Star Harbor Investments Inc is an SEC-registered investment advisory firm, registered since 2025. Status as filed: 120-Day Approval. CRD 335139.
How have Star Harbor Investments Inc's assets and staff changed since 2025?
In the Form ADV data for Star Harbor Investments Inc: Total employees: 2 in October 2025 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.
Does Star Harbor Investments 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/335139
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $100,000 | 2% |
| $100,001 to $500,000 | 1.75% |
| $500,001 to $2,000,000 | 1.5% |
| Above $2,000,001 | 1.25% |
The brochure's wording
Fees for individually managed accounts are tier priced as follows: Account Size Fee (Annual Percentage)* $0-100,000 2.00% $100,001-500,000 1.75% $500,001-2,000,000 1.50% $2,000,001+ 1.25%
As stated in the firm's Form ADV Part 2A brochure dated March 31, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.FNot reported.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DNot reported.
A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: 120-Day Approval.
- Registered since
- 2025 (1 year)
- Employees
- Total: 1. Performing investment advisory functions: 1.
- Wrap fee program participation
- Yes.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | Not reported | 1 | March 31, 2026 |
| October 2025 | $0 | 2 | April 30, 2025 |
Total employees: 2 in October 2025 and 1 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Star Harbor Investments Inc (CRD 335139): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/star-harbor-investments-inc-tampa-fl-335139