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| Happy Holidays!! thanks for using AUM13F!! |
| Alphastar Capital Management LLC
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|---|---|
| CRD # | 157423 |
| SEC # | 801-72361 |
| CIK # | 0001633857 |
| AUM | $1.8 B (2025-06-17) |
| Employees | 124 (88% Investors, 0% Brokers) |
| Phone | 855-340-2514 |
| Address | 19600 West Catawba Avenue Cornelius, NC 28031 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001633857 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.1 | ||
| Global MOFY Metaverse Ltd | 0.1 | ||
| Apple Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 11,366 | 1,370.0 |
| (b) Individuals (high net worth individuals) | 163 | 288.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 30.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 7 | 139.6 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 47 | 12.1 |
| (n) Other | 0 | 0.0 |
| Total | 11,592 | 1,841.2 |
| By Discretionary | ||
| Discretionary | 11,592 | 1,841.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 11,592 | 1,841.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,841.2 | |
| Total | 11,592 | 1,841.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001633857] | |
| 13F-NT | [0001633857] |
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|---|---|---|
|
Northwest Financial Advisors LLC
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VA | 1.9 |
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Fiduciary Alliance LLC
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SC | 1.9 |
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Stack Financial Management Inc
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MT | 1.9 |
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Retirement Plan Advisors LLC
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IL | 1.9 |
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Everhart Financial Group Inc
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OH | 1.9 |
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Capita Financial Network LLC
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UT | 1.8 |
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AXIA Advisory Corp
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IN | 1.8 |
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Capitol Securities Management Inc
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VA | 1.8 |
|
PDS Planning Inc
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OH | 1.8 |
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First Heartland Consultants Inc
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MO | 1.8 |