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ALPHASTAR CAPITAL MANAGEMENT, LLC

Business and Investment Profile

The ALPHASTAR CAPITAL MANAGEMENT, LLC is a privately held investment adviser that advises $2.5Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. ALPHASTAR CAPITAL MANAGEMENT, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 210.26% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 15.21 years and is comprised of 1 filing and 0 relying advisers. They operate out of 26 office locations with their Headquarters at 19520 WEST CATAWBA AVENUE SUITE 112, CORNELIUS, NORTH CAROLINA. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 150 employees comprised of 130 investment and 20 non-investment staff. The total number of Employees increased by 17.19% over the last 5-years.

Asset Profile

Their $2.5Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 59 other accounts. Assets of Individuals clients own $1.44Bn or 57.84% of Total Assets and High Net Worth Individuals own $790.57mn or 31.67% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include , representing of total assets, respectively.

Client Profile

They advise 6 types of clients, top clients are Individuals and High Net Worth Individuals.

Service Provider Profile

The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses advisory fees, fixed fees and management fees.

Sub-Advisers

ALPHASTAR CAPITAL MANAGEMENT, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: ALPHASTAR CAPITAL MANAGEMENT, LLC

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Keywords: Alphastar Capital Management, Alphastar
Generated 2026-09-12T06:48:44.2037167.  © 2026 Convergence.