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STARFOX FINANCIAL SERVICES, LLC

THE WOODLANDS, TX · CRD 142758 · IAPD ↗ · 281-764-8239

$252.9MRegulatory AUM
3Advisory reps
3Employees
2Clients
1-10Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
August 2024 — STARFOX FINANCIAL SERVICES, LLC (THE WOODLANDS, TX) left the SEC roster (was $252.9M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
63
April 2024 — STARFOX FINANCIAL SERVICES, LLC reported RAUM up 30% ($195.3M -> $252.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.