Sta Wealth Management, LLC

Sta Wealth Management, LLC (CRD# 127186) is a financial advisory firm headquartered in Houston, TX. They manage $1,734,199,264 in 4,015 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,734
    MILLION
  • Total Number of Accounts
    4,015
    ACCOUNTS
  • Average Account Value
    $431,930
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, LA, NM, NY, OK, TX

Financial Advisors at Sta Wealth Management, LLC
Showing 1 - 10 of 31 top financial advisors.
1
Scott A. Bishop
CRD#: 2687188
Houston, TX 77024

Click to edit summaryScott Bishop is the Director of Financial Planning at STA Wealth, a Houston based RIA Firm. In this role, Scott guides clients through the process of identifying and realizing their personal financial planning goals while working with them to help develop, implement and monitor strategies to help assure the long-term coordination of their overall financial, retirement, business planning. 

 

At STA Wealth Management, you will find a firm whose financial planning process is truly different from other financial companies. We firmly believe that superior financial planning involves much more than just retirement projections, portfolio allocation, or insurance solutions.

 

From our viewpoint, financial planning should be customized to fully realize your unique goals and vision. We take a thorough and in-depth approach to understand your situation and objectives, analyze multiple and often complex options to identify and implement appropriate solutions. Our goal is to deliver a tailored wealth management plan that is focused on supporting and protecting your financial future.

2
James A. Atkinson
CRD#: 2339222
800 Town & Country Blvd, Ste 410, Houston, TX 77024

James Atkinson (CRD# 2339222) is an Investment Advisor Representative working at Sta Wealth Management, LLC in Houston, TX and has over 27 years of experience in the finance industry.

3
Carter C. Blackburn
CRD#: 6792654
800 Town & Country Blvd, Ste 410, Houston, TX 77024

Carter Blackburn (CRD# 6792654) is an Investment Advisor Representative working at Sta Wealth Management, LLC in Houston, TX and has over 3 years of experience in the finance industry.

4
Craig J. Buhr
CRD#: 5896587
800 Town & Country Blvd, Ste 410, Houston, TX 77024

Craig Buhr (CRD# 5896587) is an Investment Advisor Representative working at Sta Wealth Management, LLC in Houston, TX and has over 9 years of experience in the finance industry.

5
Cy G. Cattan
CRD#: 3234158
800 Town & Country Blvd, Ste 410, Houston, TX 77024

Cy Cattan (CRD# 3234158) is an Investment Advisor Representative working at Sta Wealth Management, LLC in Houston, TX and has over 18 years of experience in the finance industry.

6
Robin W. Chan
CRD#: 5440667
800 Town & Country Blvd, Ste 410, Houston, TX 77024

Robin Chan (CRD# 5440667) is an Investment Advisor Representative working at Sta Wealth Management, LLC in Houston, TX and has over 7 years of experience in the finance industry.

7
Michael A. Churchill
CRD#: 6946006
800 Town & Country Blvd, Ste 410, Houston, TX 77024

Michael Churchill (CRD# 6946006) is an Investment Advisor Representative working at Sta Wealth Management, LLC in Houston, TX and has over 2 years of experience in the finance industry.

8
Bradley T. Covey
CRD#: 2758177
800 Town & Country Blvd, Ste 410, Houston, TX 77024

Bradley Covey (CRD# 2758177) is an Investment Advisor Representative working at Sta Wealth Management, LLC in Houston, TX and has over 22 years of experience in the finance industry. Bradley Covey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Patrick J. Fleming
CRD#: 5220084
800 Town & Country Blvd, Ste 410, Houston, TX 77024

Patrick Fleming (CRD# 5220084) is an Investment Advisor Representative working at Sta Wealth Management, LLC in Houston, TX and has over 13 years of experience in the finance industry.

10
Kaitlin M. Fossen
CRD#: 5925271
800 Town & Country Blvd, Ste 410, Houston, TX 77024

Kaitlin Fossen (CRD# 5925271) is an Investment Advisor Representative working at Sta Wealth Management, LLC in Houston, TX and has over 7 years of experience in the finance industry.

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