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SS

Samuel S. Starks

CAPTRUST WEALTH ADVISORS
Holland, MI 49423
Some features on this profile are disabled
CRD#: 7518199
SS

Professional summary

Samuel Straton Starks is a registered financial advisor currently at CAPTRUST WEALTH ADVISORS located in Holland, Michigan.

Samuel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Samuel has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samuel Straton Starks's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

April 13, 2022 - Present

CAPTRUST WEALTH ADVISORS

Office #1: 85 E 8th Street Suite 150, Holland, MI 49423
RIA
CRD#: 173736
Holland, MI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CW
CAPTRUST WEALTH ADVISORS
CAPTRUST | WELL DONE, LLC | CAPTRUST WEALTH ADVISORS | CAPTRUST INSTITUTIONAL CONSULTING | CAPTRUST FINANCIAL ADVISORS | CAPTRUST FINANCIAL ADVISORS

CRD#: 173736 / SEC#: 801-80687

RIA
Registered Investment Advisory firm - (1/2/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Michigan
(4/13/2022)
IAR
Texas
(12/18/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/13/2022
Uniform Investment Adviser Law Examination

Current Firm

CW
CAPTRUST WEALTH ADVISORS
CAPTRUST | WELL DONE, LLC | CAPTRUST WEALTH ADVISORS | CAPTRUST INSTITUTIONAL CONSULTING | CAPTRUST FINANCIAL ADVISORS | CAPTRUST FINANCIAL ADVISORS

CRD#: 173736 / SEC#: 801-80687

RIA
Registered Investment Advisory firm - (1/2/2015 Approved)
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Contact information

Main Address
85 E 8th Street Suite 150, Holland, MI 49423
Mailing Address
Phone number
(616) 392-5332
Established
Firm type
Fiscal year end
# of Employees
26

SEC notice filing (10 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CAPTRUST WEALTH ADVISORS DISCLOSURE BROCHURE AND WRAP FEE PROGRAM BROCHURE (2/28/2025)

Regulatory assets under management

Total Number of Accounts2,912
AUM (Assets Under Management)$ 1,889,548,733

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CAPTRUST WEALTH ADVISORS

CRD#: 173736Holland, MI 49423

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