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 investment adviser organized as a limited liability company and operating since 2011. The firm serves both individual and family clients as well as institutional investors, and it identifies itself as a capital allocator that selects external managers as part of its offering. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and manager selection, and it runs educational seminars and workshops. Fee arrangements include asset-based fees, hourly charges and fixed fees. Alphastar is not positioned as an active ESG investor and lists broker-dealer and insurance-company affiliations.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 13
Crystal Langdon
CEO & CFOCRD 3113209
Morgan Stinchfield
Chief Distribution OfficerCRD 8246022
Daniel Lantz
Chief Compliance OfficerCRD 6245675
Contacts
3 of 140
Ronald 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 217Active vs passive
$2.4B in ETFs
79%
$1.9B
7%
$505M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $163M | 1,854,270 | 6.88% |
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
Similar firms
Aspire Private Capital
RIACornelius, NC
Powell Wealth
RIACornelius, NC
Passport Wealth Management
RIACornelius, NC
Integrative Planning, Inc.
RIACornelius, NC
Cornerstone Wealth
RIAHuntersville, NC
Capital Investment Advisory Services, LLC
RIARaleigh, NC