Investment adviser · CRD 157423
ALPHASTAR CAPITAL MANAGEMENT
Investment adviser filing (IA)
ALPHASTAR CAPITAL MANAGEMENT, LLC
CORNELIUS, NC, United States · Form ADV filed Jul 30, 2026
- Regulatory AUM
- $2.5B Form ADV · Item 5.F
- Client accounts
- 15,795 Accounts, not individual clients
- Employees
- 150 Reported in this filing
- Advisory professionals
- 130 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 8,051 | $1,443,742,548 | 57.8% |
| High-net-worth individuals | 415 | $790,570,835 | 31.7% |
| Other investment advisers | 5 | $200,816,497 | 8.0% |
| Retirement plans | 20 | $48,478,750 | 1.9% |
| Corporations & businesses | 21 | $8,777,633 | 0.4% |
| Charities | 13 | $3,816,498 | 0.2% |
Filing source
Form ADV 2119163 · Jul 30, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 30, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
19520 WEST CATAWBA AVENUE, SUITE 112CORNELIUS, NC, 28031, United States
CRD 157423
Filing source
Form ADV 2119163 · Jul 30, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.