Fee-only adviser · Okeechobee, FL

Stark Financial Advisers, Inc.

Stark Financial Advisers, Inc. is a fee-only investment adviser registered with the securities regulators of Florida, Georgia, North Carolina, with its main office in Okeechobee, Florida. On its latest Form ADV, filed August 20, 2026, it reports $95M in regulatory assets under management, 186 individual clients and 6 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

RegistrationState-registered: Florida, Georgia, North Carolina
Firm CRD number121213 · SEC file 801-112583
Office16950 U.s. Highway 441 North
Okeechobee, FL 34972
Phone561-715-6073/863-697-8024
Websitestarkadvisers.com
Regulatory assets under management$95M
Individual clients168 non-high-net-worth, 18 high-net-worth
Financial planning clientsNot reported
How it chargesPercentage of assets
ServicesPortfolio management
Employees7
Disciplinary disclosuresNone reported
Latest Form ADV filingAugust 20, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

  • It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
  • Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
  • It sponsors or manages a wrap fee program; ask what the bundled fee covers.
  • It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

Nearby

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