Wealth Manager
    SEC Registered
    Manages Private Funds

    Alphastar Capital Management

    Registered investment advisor · Cornelius, North Carolina · CRD #157423

    Assets Under Management
    $2.5B
    Client Accounts
    15,795
    Employees
    150
    CRD Number
    157423
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Alphastar Capital Management

    Alphastar Capital Management is an SEC-registered investment advisory firm offering portfolio management, coaching, and consulting services. It has 51-200 employees and a network of 83 offices in North Carolina. The firm aims to empower independent financial advisors.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Alphastar Capital Management

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    Frequently Asked Questions

    What is Alphastar Capital Management's AUM?

    Alphastar Capital Management reports approximately $2.5B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Alphastar Capital Management headquartered?

    Alphastar Capital Management is headquartered in Cornelius, North Carolina.

    What is Alphastar Capital Management's CRD number?

    Alphastar Capital Management's CRD number is 157423. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Alphastar Capital Management manage?

    Alphastar Capital Management manages approximately 15,795 client accounts according to its latest SEC filing.

    Is Alphastar Capital Management SEC registered?

    Yes, Alphastar Capital Management is registered with the SEC as an investment adviser with an approved registration status.

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