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ALPHASTAR CAPITAL MANAGEMENT
Legal name: ALPHASTAR CAPITAL MANAGEMENT, LLC
CRD 157423File 801-72361
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jul 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.50B
Top 25% of cohort (national)
Discretionary AUM
$2.49B
Non-discretionary $1.4M
Clients
8,525
15,795 accounts
Employees
150
Top 25% of cohort in NC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- May 18, 2011
- Principal office
- 19520 WEST CATAWBA AVENUE, SUITE 112, CORNELIUS, NC, 28031
- Phone
- 855-340-2514
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.50B
- Discretionary AUM
- $2.49B
- Non-discretionary AUM
- $1.4M
- Discretionary accounts
- 15,777
- Non-discretionary accounts
- 18
- Total accounts
- 15,795
- AUM per client
- $293K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 21 | $8.8M |
| Charitable organizations | 13 | $3.8M |
| Other investment advisers | 5 | $200.8M |
| High net worth individuals | 415 | $790.6M |
| Pension and profit sharing plans | 20 | $48.5M |
| Individuals (other than high net worth individuals) | 8,051 | $1.44B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11D2
- Q11D4
- Q11H2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.