DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

STARR-MATHEWS FINANCIAL, LLC

CRD 166199

CALHOUN, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9ed67803-74eb-8d1c-41f2-8483cb383f6a

Data as of Mar 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 1
On other graphs: 0
Observed: Apr 5, 2018 to Mar 18, 2026
24 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.82 fund_share=0.0 institutional_share=0.18 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $159MItem 5.F on the latest filing (2026-03-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $152M
Private client RAUM: $131MderivedItem 5.D individuals plus high net worth individuals
Private client share: 82%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $26.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 6
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 233
Individual clients: 54
High net worth clients: 54
Custody, client assets: $2.1M
SEC number: 801-113164
CRD: 166199
Filings on the tape: 24
First filed: Apr 5, 2018
Latest filed: Mar 18, 2026
Organised: Limited Liability Company, GA
Website: starrbenefits.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DANIEL ANDERSON PAYNE	Certified Financial Planner	Rome, GA \| CALHOUN, GA	13	26	n/a	no
JASON EDWARD HOLLAND	Certified Financial Planner	CALHOUN, GA	13	26	2	no
JAMES S MATHEWS	n/a	CALHOUN, GA	13	49	n/a	no
LISA JEANETTE MCCANLESS	Certified Financial Planner	CALHOUN, GA	13	19	n/a	no
William Stephen Saville	Certified Financial Planner	Cumming, GA	9	33	n/a	no
Max Edward Holland	Certified Financial Planner	CALHOUN, GA	7	15	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HOLLAND CAPITAL ADVISORS, INC.	Owner	D	yes	09/2006	Apr 5, 2018	Mar 14, 2024
HOLLAND, JASON, EDWARD	President	E	yes	09/2006	Apr 5, 2018	Mar 14, 2024
HOLLAND, JASON, EDWARD	CHIEF COMPLIANCE OFFICER	Na	yes	08/2005	Apr 5, 2018	Mar 14, 2024
MATHEWS, BARTON	Owner	C	yes	12/2013	Apr 5, 2018	Mar 14, 2024
MATHEWS, JAMES, S	Owner	C	yes	12/2013	Apr 5, 2018	Mar 14, 2024
MATHEWS, ROBERT	Owner	C	yes	12/2013	Apr 5, 2018	Mar 14, 2024
SMA FINANCIAL, LLC	Owner	D	yes	12/2013	Apr 5, 2018	Mar 14, 2024
MASHBURN, WARREN, CRAIG	Owner	F	no	12/2013	Apr 5, 2018	Mar 14, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
DANIEL PAYNE, PC.	n/a	n/a	n/a	N	no	n/a
HOLLAND CAPITAL ADVISORS, INC.	n/a	n/a	n/a	N	yes	n/a
STARR-MATHEWS AGENCY, INC.	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Rome	Ga	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 18, 2026	$159M	$152M	6	6	1	n/a	n/a
2024	Mar 14, 2025	$139M	$133M	6	6	1	n/a	n/a
2023	Mar 14, 2024	$127M	$121M	6	6	1	n/a	n/a
2022	Mar 17, 2023	$113M	$110M	6	6	1	n/a	n/a
2021	Mar 2, 2022	$130M	$126M	6	6	1	n/a	n/a
2020	Mar 3, 2021	$109M	$105M	6	6	1	n/a	n/a
2019	Feb 25, 2020	$158M	$156M	6	6	1	n/a	n/a
2018	Feb 14, 2019	$121M	$120M	5	5	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$159M	$139M	14.0%	$113M	11.8%	6	6	1	1

Relationships

Registered with (6)

← Max Edward HollandAdvisorregistration: current employment
Apr 25, 2019 to presentfactForm ADV
← William Stephen SavilleAdvisorregistration: current employment
Jul 3, 2017 to presentfactForm ADV
← DANIEL ANDERSON PAYNEAdvisorregistration: current employment
Jan 16, 2013 to presentfactForm ADV
← JASON EDWARD HOLLANDAdvisorregistration: current employment
Jan 16, 2013 to presentfactForm ADV
← JAMES S MATHEWSAdvisorregistration: current employment
Jan 16, 2013 to presentfactForm ADV
← LISA JEANETTE MCCANLESSAdvisorregistration: current employment
Jan 16, 2013 to presentfactForm ADV

Owns (1)

← MASHBURN, WARREN, CRAIGOwnerOWNER, ownership code F, individual
Apr 5, 2018 to Mar 14, 2024factForm ADV

Controls (6)

← HOLLAND, JASON, EDWARDOwnerPRESIDENT, ownership code E, individual
Apr 5, 2018 to Mar 14, 2024factForm ADV
← MATHEWS, JAMES, SOwnerOWNER, ownership code C, individual
Apr 5, 2018 to Mar 14, 2024factForm ADV
← MATHEWS, ROBERTOwnerOWNER, ownership code C, individual
Apr 5, 2018 to Mar 14, 2024factForm ADV
← MATHEWS, BARTONOwnerOWNER, ownership code C, individual
Apr 5, 2018 to Mar 14, 2024factForm ADV
← HOLLAND CAPITAL ADVISORS, INC.OwnerOWNER, ownership code D, domestic entity
Apr 5, 2018 to Mar 14, 2024factForm ADV
← SMA FINANCIAL, LLCOwnerOWNER, ownership code D, domestic entity
Apr 5, 2018 to Mar 14, 2024factForm ADV

Dated events

Occurred
Apr 5, 2018
First Form ADV filing
Starr-Mathews Financial, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9ed67803-74eb-8d1c-41f2-8483cb383f6a
First observed: Apr 5, 2018
Last observed: Mar 18, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

STARR-MATHEWS FINANCIAL, LLC

CRD 166199

CALHOUN, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9ed67803-74eb-8d1c-41f2-8483cb383f6a

Data as of Mar 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:53 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DANIEL ANDERSON PAYNE

Certified Financial Planner

Rome, GA | CALHOUN, GA

n/a

JASON EDWARD HOLLAND

Certified Financial Planner

CALHOUN, GA

JAMES S MATHEWS

n/a

CALHOUN, GA

n/a

LISA JEANETTE MCCANLESS

Certified Financial Planner

CALHOUN, GA

n/a

William Stephen Saville

Certified Financial Planner

Cumming, GA

n/a

Max Edward Holland

Certified Financial Planner

CALHOUN, GA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HOLLAND CAPITAL ADVISORS, INC.

Owner

yes

09/2006

Apr 5, 2018

Mar 14, 2024

HOLLAND, JASON, EDWARD

President

yes

09/2006

Apr 5, 2018

Mar 14, 2024

HOLLAND, JASON, EDWARD

CHIEF COMPLIANCE OFFICER

yes

08/2005

Apr 5, 2018

Mar 14, 2024

MATHEWS, BARTON

Owner

yes

12/2013

Apr 5, 2018

Mar 14, 2024

MATHEWS, JAMES, S

Owner

yes

12/2013

Apr 5, 2018

Mar 14, 2024

MATHEWS, ROBERT

Owner

yes

12/2013

Apr 5, 2018

Mar 14, 2024

SMA FINANCIAL, LLC

Owner

yes

12/2013

Apr 5, 2018

Mar 14, 2024

MASHBURN, WARREN, CRAIG

Owner

12/2013

Apr 5, 2018

Mar 14, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

DANIEL PAYNE, PC.

n/a

HOLLAND CAPITAL ADVISORS, INC.

n/a

yes

n/a

STARR-MATHEWS AGENCY, INC.

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Rome

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 18, 2026

$159M

$152M

n/a

2024

Mar 14, 2025

$139M

$133M

n/a

2023

Mar 14, 2024

$127M

$121M

n/a

2022

Mar 17, 2023

$113M

$110M

n/a

2021

Mar 2, 2022

$130M

$126M

n/a

2020

Mar 3, 2021

$109M

$105M

n/a

2019

Feb 25, 2020

$158M

$156M

n/a

2018

Feb 14, 2019

$121M

$120M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$159M

$139M

14.0%

$113M

11.8%