ALPHASTAR CAPITAL MANAGEMENT
Firm details
- Headquarters
- CORNELIUS, North Carolina
- CRD number
- 157423
- Registered since
- May 18, 2011
- Website
- www.alphastarcm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals57.84%
- HNWI31.67%
- Other Investment Advisers8.04%
- Pension & Profit Sharing Plans1.94%
- Corporations / Businesses0.35%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Alphastar Capital Management is an SEC-registered LLC that has been operating since 2011 and functions as a capital allocator to both individual/family and institutional clients. The firm provides a mix of advisory services—financial planning, portfolio management for individuals and small businesses, pension consulting support, selection of other advisers, and educational seminars and workshops. Its fee arrangements include asset-based charges as well as hourly and fixed-fee engagements. Alphastar maintains relationships with broker-dealer and insurance-company partners.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds64%
- Exchange Traded Equities24%
- Investment Grade Corp Bonds8%
- Cash & Cash Equivalents4%
Owners & executives
3 of 12JAMES COOPER
Co-Chief ExecutiveCRD 5917499
Morgan Stinchfield
Chief Distribution OfficerCRD 8246022
DANIEL LANTZ
Chief Compliance OfficerCRD 6245675
Contacts
3 of 144RONALD BLAIR
Investment Advisor RepresentativeCRD 5948621
BENJAMIN SEAMAN
Investment Adviser RepresentativeCRD 7974424
Tate Hullett
Operations ManagerCRD 8247347
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 182Active vs passive
$2B in ETFs
80%
$1.6B
6%
$410M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $138M | 1,807,460 | 6.92% |
Location
CORNELIUS, NC
MECKLENBURG
Location
CORNELIUS, NC
Headquartered in CORNELIUS, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- MECKLENBURG
- Address
- 19520 W Catawba Ave
- Time zone
- ET (UTC-5)
- Office locations
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