Starbord LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,858,141
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Starbord LLC provides investment management, model-portfolio implementation, and investment research to individuals, trusts, pension accounts, and other advisory firms, and also offers financial planning, budget coaching, seminars, and periodic newsletters. The firm supplements portfolio services with insurance-related advice and sells research and consulting to outside institutional and advisor clients.
The firm generally manages client assets on a non-discretionary basis and conducts ongoing monitoring with monthly reviews, contacting clients for consent before implementing trades. Its investment approach emphasizes value-oriented and model-driven portfolios, combining strategic and tactical asset allocation with the selective use of options and other instruments in certain accounts and relying on third‑party research inputs for portfolio construction.
Distinctive features relative to many peers include the combination of primarily non‑discretionary management with paid subscription content and occasional seminars, the provision of investment research to other advisors, and the principal’s involvement in insurance and seasonal tax/bookkeeping activities. The firm is small and principal-led, has no stated account minimum, and discloses that these structural characteristics may affect capacity and oversight.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Educational seminars or workshops
Investment research services
Expertise
Active portfolio management
Options & derivatives strategies
Income planning
College savings (529s, UTMA, etc.)
Life insurance needs analysis
Fee options
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.125% $1,000,001 - $2,000,000: 1.0% Over $2,000,000+: Negotiable
$125 per hour for financial planning, budget coaching, and investment research services
Newsletter subscription at $7.00 per month
Main office location
Starbord LLC
Seattle WA, United States
Number of offices
1
Most active in
Starbord LLC has reported serving >5 clients in these states in the last 12 months.
Alaska · Texas · Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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