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ALPHASTAR CAPITAL MANAGEMENT
ALPHASTAR CAPITAL MANAGEMENT, LLC
CRD 157423 · SEC 801-72361
19520 WEST CATAWBA AVENUE, SUITE 112, CORNELIUS, NC, 28031, United States
Phone
855-340-2514
Fax
855-340-2514
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.50B
Discretionary AUM
$2.49B
Team
150 total employees; 130 advisory reps; 28 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-19
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminarsSUB-ADVISORY SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8051 | $1.44B |
| High net worth individuals | 415 | $790.6M |
| Pension/profit sharing plans | 20 | $48.5M |
| Charitable organizations | 13 | $3.8M |
| Other investment advisers | 5 | $200.8M |
| Corporations/business entities | 21 | $8.8M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD