AC
ALPHASTAR CAPITAL MANAGEMENT
SEC RegisteredThe RIA Model Redefined
CORNELIUS, NChttps://alphastarcm.com855-340-2514
Assets Under Management
$1B–$5B
Year Founded
2011
Employees
150
Office Locations
26 offices
Total Accounts
15795
About the firm
Alphastar Capital Management (ACM) is an RIA established in 2011 to serve and empower independent financial advisors, becoming the inaugural member of a Family of Companies in partnership with Financial Independence Group. The firm offers tools, technologies, investment platforms, compliance support, and ongoing business development resources to help independent advisors build and grow their practices.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthCharitable OrganizationsState/Municipal
Areas of expertise
RIA PlatformIndependent AdvisorsInvestment ManagementPortfolio ModelsSeparately Managed AccountsAlternative InvestmentsCompliance SupportOperations OutsourcingTechnology IntegrationAdvisor DevelopmentBusiness Development+1 more
Services
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.
Who they serve
Independent financial advisors and Investment Adviser Representatives (IARs) seeking support, resources, and infrastructure to build and grow their advisory practices.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 8,051 | $1.4B |
| High Net Worth Individuals | 415 | $791M |
| Charitable Organizations | 20 | $48M |
| State/Municipal Entities | 13 | — |
| Insurance Companies | 5 | — |
28 total clients reported on Form ADV.
Leadership
Brian Kenji Williams
MANAGING MEMBER / CEO
Christi Morgan Johnson
TRUSTEE
Office locations
26 offices in 14 states
NC
CORNELIUSHQ
NC
HICKORY
NY
LATHAM
FL
PENSACOLA
MN
ROCHESTER
FL
BOCA RATON
VA
FISHERVILLE
NC
MOORESVILLE
NC
CLEMMONS
CA
HEMET
OH
CANTON
VA
STAFFORD
WI
HUDSON
VA
WINCHESTER
OK
JENKS
NC
CORNELIUS
OH
CINCINNATI
UT
BRIGHAM CITY
UT
ALPINE
FL
PORT CHARLOTTE
CT
MILFORD
MI
MARYSVILLE
OH
SOLON
FL
WILDWOOD
TX
SUGAR LAND
SC
BOILING SPRINGS
Advisors at this firm
Showing 100 of 145
Michael Jerome Allen
Investment Adviser Representative
Joseph M Altman
Investment Adviser Representative
Brett Douglas Anderson
Investment Adviser Representative
Jarrod W Arnold
Investment Adviser Representative
Brian R Bach
Investment Adviser Representative
Jonathan Patrick Blevins
Investment Adviser Representative
Phillip Thomas Bloyd
Investment Adviser Representative
James Ryan Boggus
Investment Adviser Representative
Jonathan Blake Burklund
Investment Adviser Representative
Andrew Harris Ball
Investment Adviser Representative
Andrew Philip Barnett
Investment Adviser Representative
Boyd Barnhardt
Investment Adviser Representative
Katherine Marie Beargie
Investment Adviser Representative
Robert Anthony Beargie
Investment Adviser Representative
Ethan M Bemis
Investment Adviser Representative
Tyler Marshall Bennett
Investment Adviser Representative
Richard Anthony Berry
Investment Adviser Representative
Hugh C Bishop Jr.
Investment Adviser Representative
William Cole Blackburn
Investment Adviser Representative
Ronald Dereck Blair
Investment Adviser Representative
Michael Boggiano
Investment Adviser Representative
Corey Ray Borchers
Investment Adviser Representative
Bjorn E Borg
Investment Adviser Representative
William Christopher Brumlow
Investment Adviser Representative
Zach Buettner
Investment Adviser Representative
Debra Jeanne Carmody
Investment Adviser Representative
Nathan L Clark
Investment Adviser Representative
Michael Allen Carpenter
Investment Adviser Representative
Robin Ann Cash
Investment Adviser Representative
Justin Douglas Champlain
Investment Adviser Representative
Brantley Patrick Claunch
Investment Adviser Representative
Eric Vaughn Craven
Investment Adviser Representative
Megan Z Culver
Investment Adviser Representative
Troy Michael Dipre
Investment Adviser Representative
Joseph Mitchell Davies
Investment Adviser Representative
Brian Richard Devries
Investment Adviser Representative
Justin Lea Dean
Investment Adviser Representative
Lucas Graham Dengler
Investment Adviser Representative
Thomas Joseph Dingley
Investment Adviser Representative
Austin Chandler Dixon
Investment Adviser Representative
Emilee L. Eppler
Investment Adviser Representative
Tanner J Ellsworth
Investment Adviser Representative
Eric Rogers Gaddy
Investment Adviser Representative
Greyson Whitney Geiler
Investment Adviser Representative
Victor Jerome Gray
Investment Adviser Representative
Jake Robert Galligan
Investment Adviser Representative
Colton Jeremiah Gentry
Investment Adviser Representative
Joshua J Gussler
Investment Adviser Representative
David Clifford Hall
Investment Adviser Representative
William Walker Ham
Investment Adviser Representative
Jason Hathcock
Investment Adviser Representative
William David Hudson Sr
Investment Adviser Representative
Mark Gordon Huhta
Investment Adviser Representative
Rufus Mack Hunley III
Investment Adviser Representative
Robert G Hammans
Investment Adviser Representative
Simon T. Hawkins
Investment Adviser Representative
Jeffrey Allen Headrick
Investment Adviser Representative
Michelle Lyn Holliday
Investment Adviser Representative
Robin Stacey House
Investment Adviser Representative
Tate Johnson Hullett
Investment Adviser Representative
Jordan Alexander Hunter
Investment Adviser Representative
Colin James Hurst
Investment Adviser Representative
Larry Allen Hyde
Investment Adviser Representative
Scott James Jacob
Investment Adviser Representative
Michael James Kojonen
Investment Adviser Representative
Reese Benjamin Kitchen
Investment Adviser Representative
Kole John Kuczynski
Investment Adviser Representative
Phillip P. Lawson
Investment Adviser Representative
Robert Kenneth Leatherwood
Investment Adviser Representative
Crystal Marie Langdon
Investment Adviser Representative
George Langdon
Investment Adviser Representative
David Alan Lopez
Investment Adviser Representative
Luis Chase Lopez
Investment Adviser Representative
Reid Mathews
Investment Adviser Representative
Peter John May
Investment Adviser Representative
Sara Catherine Milam
Investment Adviser Representative
Matt John Milosevich II
Investment Adviser Representative
Amanda E. Marton
Investment Adviser Representative
Shaun Davis Mathena
Investment Adviser Representative
Hunter O Matthews
Investment Adviser Representative
Dexter Allan McCormick
Investment Adviser Representative
Allen Taylor McCroskey
Investment Adviser Representative
Casey Kellen McIntyre
Investment Adviser Representative
Michael John Meilleur
Investment Adviser Representative
Russell Grady Morris
Investment Adviser Representative
Patrick Alexander Muldowney
Investment Adviser Representative
Scott L Nelson
Investment Adviser Representative
Charles Edward Neumaier
Investment Adviser Representative
Bradley Nicholas Nauman
Investment Adviser Representative
Brian Paul Nauman
Investment Adviser Representative
Lee W Northern
Investment Adviser Representative
Brice W Payne
Investment Adviser Representative
Krista Piazza
Investment Adviser Representative
Justin Lee Pierce
Investment Adviser Representative
Zachary Alexander Popovec
Investment Adviser Representative
Arron Price
Investment Adviser Representative
Michael James Quinlan
Investment Adviser Representative
Logan Scott Ramer
Investment Adviser Representative
Donald Ray Rice Jr
Investment Adviser Representative
Ross S Rubin
Investment Adviser Representative
Regulatory & compliance
CRD number
#157423
SEC Number
801-72361
Disciplinary History
Yes
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
alphastarcm.comPhone
855-340-2514Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ALPHASTAR CAPITAL MANAGEMENT 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 the SEC or FINRA websites before making any decision.