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firm profile

Alphastar Capital Management

RIA Cornelius, NC CRD 157423 Last verified October 2026

Overview

Alphastar Capital Management is an SEC registered investment adviser based in Cornelius, NC, registered since 2011. It reports $2.5B in assets under management across 15,795 accounts, with 150 employees. It has 152 investment adviser representatives.

Reported AUM
$2.5B
Discretionary
100%
Accounts
15,795
Average account
$158K
Employees
150
Advisory reps
152
Registered since
2011
Jurisdictions
52

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services
  • Educational Seminars
  • Financial Planning
  • Individuals or Small Business
  • Other Advisory Services
  • Pension Consulting
  • Selection of Other Advisors
Client types
  • Charities and Non-Profits
  • Corporations/Businesses
  • High Net Worth Individuals
  • Individuals
  • Other Investment Advisors
  • Pension/Profit Sharing Plan
Fee structure
Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 7

  • Casey Kellen McIntyre Co-President CRD 7081151
  • Derek A Gubala Co-President CRD 3239374
  • Anthony John Parish Chief Investment Officer, Member CRD 4679708

4 more executive officers, with direct contact details

Advisory reps 3 of 152

149 more advisory reps, with emails, phones and branch locations

Location

Headquarters
19520 W Catawba Ave Ste 112
Cornelius, NC 28031
County
Mecklenburg
Metro area
Charlotte-Concord-Gastonia, NC-SC
Region
South

Registrations

Every state, with registration dates

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