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Starr-Mathews Financial, LLC CRD 166199
$159M regulatory AUM 5 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
215 North Piedmont Street, Calhoun, GA 30701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2019-04-25 |
Branch Locations
215 North Piedmont Street, Calhoun, GA 30701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Starr-Mathews Financial, Llc | Calhoun | GA | 04/2019 | Present |
| Starr Mathews Financial | Calhoun | GA | 01/2018 | Present |
| Rm Dobbs & Company Cpas | Calhoun | GA | 05/2011 | 12/2017 |
Max Holland provides tax preparation services to investment and non-investment clients through Max Capital Advisors, LLC. He provides those tax preparation services to both his own clients and also acts as an independent contractor assisting me and my entity Holland Capital Advisors, Inc in the preparation of tax returns. The tax preparation work he provides to my entity is administrative in nature, and he does not sign or act as a tax preparer for Holland Capital.
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