Robert Stark
Watch Guard Capital · Copley, Ohio
Robert Stark is a fee-only financial advisor at Watch Guard Capital in Copley, Ohio. Watch Guard Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Watch Guard Capital |
|---|---|
| Based in | Copley, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $80.7M across 407 accounts |
| SEC registration | Investment adviser representative in AZ, CA, OH, TX, VA · CRD 5851138 |
| Exams passed | Series 66 (2012) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | watchguardcapital.com |
How Robert's firm compares
- Watch Guard Capital's average account is about $198,000, from its Form ADV (assets managed divided by 407 accounts).
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Questions about Robert
Is Robert Stark a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Watch Guard Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert's firm, Watch Guard Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Robert Stark based?
Robert Stark is based in Copley, Ohio.
Is Robert Stark registered with the SEC?
Yes. Robert Stark is registered as an investment adviser representative in AZ, CA, OH, TX and VA (CRD 5851138), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Watch Guard Capital manage?
Watch Guard Capital reports $80.7M across 407 accounts in assets under management.
How do I contact Robert Stark?
Through Robert's website, watchguardcapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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