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Marshall Williford

Investment Adviser Representative at Alphastar Capital Management

Lincoln, NECRD #8082696Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
1 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Marshall Williford is an investment adviser representative with Alphastar Capital Management in Lincoln, NE, where they have been registered since 2025, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Nebraska.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Nebraska

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 4/1/2025

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Alphastar Capital ManagementCurrent
4/28/2025 – Lincoln, NE

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Alphastar Capital Management, LLC
    Apr 2025 – no end date reportedCornelius, NC
  2. Cornerstone Bank
    Oct 2021 – Feb 2025York, NE
  3. College Park Specialty Center
    Aug 2020 – Sep 2021Overland Park, KS
  4. Paragon Precision Metal
    Jan 2020 – Aug 2020McPherson, KS
  5. Subway
    May 2019 – Aug 2019McPherson, KS
  6. We Wash Windows
    May 2017 – May 2019McPherson, KS
  7. Envision Retirement Solutions
    Feb 2025 – no end date reportedLincoln, NE
  8. Sterling College
    Aug 2016 – Dec 2019Sterling, KS

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Alphastar Capital Management

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Estimated blended rate
0.0225

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Alphastar offers strategic alignment and affiliation options, a robust investment platform (including diversified portfolio models, structured solutions, separately managed accounts, and alternative investments), integrated technology solutions across the client lifecycle (CRM, financial planning, onboarding, data aggregation, compliance archiving), operations and back-office support, trading/billing/reporting, compliance services, and ongoing advisor development and mentorship.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops
Firm areas of expertise
RIA PlatformIndependent AdvisorsInvestment ManagementPortfolio ModelsSeparately Managed AccountsAlternative InvestmentsCompliance SupportOperations OutsourcingTechnology IntegrationAdvisor DevelopmentBusiness Development+1 more

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsOther Investment AdvisersCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
145
Offices listed on AdvisorFinder:
26
Main office:
Cornelius, NC
Founded:
2011
SEC file number:
801-72361

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of July 30, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Marshall Williford has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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