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Brantley Claunch

Advisor at AlphaStar Capital Management

Updated today

Location

Florence, AL 35630

Credentials

Series 65

Industry experience

2 years

About

Brantley Claunch is a financial advisor at AlphaStar Capital Management with two years of industry experience. He holds a Series 65 designation and has previously worked at Bank Independent and United Benefits Insurance. Outside of his advisory role, Claunch is involved in small business ventures including co-ownership of The Locals Ice, LLC, which operates vending machines, and The Locals AL's, LLC, focused on property renovation and flipping. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for a diverse client base that includes individuals, trusts, small businesses, and pension plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and subadvisory services, utilizing strategic asset allocation combined with quantitative and momentum-based analysis.

Client services

Based on AlphaStar Capital Management

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Sub-advisory services

Expertise

Based on AlphaStar Capital Management

Tax-loss harvesting Active portfolio management Passive / index investing Private / alternative investments

Occupation focus

Based on AlphaStar Capital Management

Founder/Business Owner Retired

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Fee options

Fixed

Fixed fees for financial planning vary based on complexity and client needs; specific amounts are negotiated

Percentage

Up to 2.25% per annum (maximum annual rate); actual fees are negotiable and vary by client

Commissions

IARs may receive commissions for sale of commission-based insurance products separately from advisory fees; commissions vary by product and carrier

Project-based

Hourly financial planning fees are negotiable and based on complexity; specific rates not stated

Subscriptions

Subscription fees for ongoing financial planning and consulting may be negotiated; specific amounts not stated

Other

Minimum fee: Account administrative fee of up to $50 per account annually, payable monthly or quarterly Fee-only: Financial planning services offered with negotiable fixed fees, hourly fees, retainer fees, or subscription fees (monthly, quarterly, or annual); specific amounts vary and are negotiated

Location

3295 County Rd 47

Florence, AL 35630

Most active in

Alabama · Texas

Work history

United Benefits Insurance

2024 - Present (2 years)

Alphastar Capital Management, LLC

2024 - Present (2 years)

United Benefits Wealth

2023 - Present (3 years)

United Benefits Insurance

2023 - 2024 (1 year)

The Locals Ice, LLC

2022 - Present (4 years)

The Locals AL's, LLC

2021 - Present (5 years)

Bank Independent

2021 - 2023 (2 years)

Bank Independent

2017 - 2021 (4 years)

Bank Independent

2016 - 2017 (1 year)

Bank Independent

2015 - 2016 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Jacob A

Series 63, Series 65

Florence, AL

Axient Investment Advisors LLc

Jacob Adams is an investment advisor representative at Axient Investment Advisors LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at StoneX Securities Inc and Cambridge Investment Research, Inc. Adams is also involved with Eagle Creek Wealth Management as a financial advisor. Axient Investment Advisors LLC is an SEC-registered firm providing discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, retirement plans, institutions, and other entities. The firm offers proprietary equity-focused model portfolios and third-party money manager programs, along with ERISA consulting and educational seminars.

Private / alternative investments Annuities Concentrated stock management Tax-loss harvesting Founder/Business Owner Executive
user avatar

Allen W

Series 66

Florence, AL

Axient Investment Advisors LLc

Allen Wall is a financial advisor at Axient Investment Advisors LLC with 21 years of industry experience. He holds a Series 66 designation and previously worked at StoneX Advisors Inc. and StoneX Securities Inc. Wall serves on the Finance Committee Board of First United Methodist Church in Florence, AL. Axient Investment Advisors, LLC provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, retirement plans, institutions, and other entities. The firm offers multiple implementation options including proprietary equity-focused model portfolios and third-party money manager programs, and provides ERISA consulting, educational seminars, and affiliated insurance services.

Private / alternative investments Annuities Concentrated stock management Tax-loss harvesting Founder/Business Owner Executive
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James B

Series 65, Series 66

Florence, AL

AlphaStar Capital Management

James Boggus is a financial advisor at AlphaStar Capital Management with seven years of industry experience. He holds Series 65 and Series 66 licenses and has worked at AlphaStar and United Benefits Wealth Management since 2024. In addition to his advisory roles, he is involved with United Benefits Insurance, a non-investment related business. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, small businesses, and pension plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and specialized subadvisory services, utilizing both model portfolios and custom strategies based on quantitative analysis and third-party research.

Tax-loss harvesting Active portfolio management Passive / index investing Private / alternative investments Founder/Business Owner Retired
user avatar

Jordan H

Series 65

Florence, AL

AlphaStar Capital Management

Jordan Hunter is a financial advisor at AlphaStar Capital Management with one year of industry experience. He holds a Series 65 designation and has worked in both investment advisory and insurance roles, including as a Benefits & Retirement Specialist at United Benefits Insurance. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base, including individuals, trusts, small businesses, and pension plans. The firm employs a combination of strategic asset allocation and quantitative tactical approaches, offering both model and custom portfolio strategies.

Tax-loss harvesting Active portfolio management Passive / index investing Private / alternative investments Founder/Business Owner Retired
user avatar

Terry H

ChFC®, Series 63

Florence, AL

Eagle Strategies (NY Life)

Terry Hood Sr. is a financial advisor with Eagle Strategies (NY Life) based in Florence, AL, holding the ChFC® and Series 63 designations and bringing 40 years of industry experience. He has been with Eagle Strategies since 2008 and operates Terry Hood Financial Group, LLC, through which he sells New York Life products and brokers non-registered insurance products. Outside of his advisory work, he serves as a pastor-minister at Family Life Church. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and the use of third-party managers and model portfolios, offering a range of programs and collaborating with affiliated insurance and broker-dealer entities as part of the New York Life group.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
user avatar

Micheal B

Series 66

Florence, AL

Commonwealth Financial Network

Micheal Byers is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 24 years of industry experience. He previously worked at Coker & Palmer for 16 years and is currently affiliated with Byers Poland Reeves Wealth Partners. His other business activities include fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and support services. The firm offers discretionary model portfolios, personalized indexing, and various managed account solutions, supported by operations, trading, technology, compliance, and practice-management resources.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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