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Rufus Mack Hunley III

Advisor at AlphaStar Capital Management — Covington, GA

Updated today

Credentials

Series 65

Experience

7 years

Location

Covington, GA 30014

AlphaStar Capital Management logo

AlphaStar Capital Management

Multi-team

Total advisors

153

Across 98 offices

Clients per advisor

55 Typical

Avg AUM per client

$263,916 Very Low

HNW client ratio

5% Very Low

About

Rufus Hunley III is a financial advisor with AlphaStar Capital Management holding a Series 65 designation and six years of industry experience. He has worked at Path Financial LLC and ARP Advisors, LLC, and maintains roles outside of finance including a position with Delta Airlines and as an independent insurance agent. He also has longstanding involvement with Advanced Retirement Planning, LLC and Paramount Hospitality. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, estates, small businesses, and other investment advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, employing both model portfolios and custom strategies that incorporate quantitative analysis and tactical asset allocation.

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

See office

Covington, GA

6140 Hannah Street

Covington GA 30014

Advisors at this office

1

Most active in

Georgia

Work history

7 years of industry experience

Path Financial LLC

2020 - Present • 6 years

Austell, GA

Alphastar Capital Management, LLC

2020 - Present • 6 years

Cornelius, NC

ARP Advisors, LLC

2019 - 2020 • 1 year

Covington, GA

Delta AIrlines

2018 - Present • 8 years

Atlanta, GA

Advanced Retirement Planning, LLC

2007 - Present • 19 years

Covington, GA

Fulton County Government

2006 - 2017 • 11 years

Atlanta, GA

Paramount Hospitality

2006 - Present • 20 years

Atlanta, GA

Disclosures

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

Business activities & affiliations

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Mark R

Series 65

Oxford, GA

Reagan Financial Planning LLC

Mark Reagan is the sole advisor at Reagan Financial Planning LLC in Oxford, GA, holding a Series 65 designation with 10 years of industry experience. He has been operating Reagan Financial Planning since 2016. Reagan Financial Planning provides financial planning and investment consulting to individuals, families, and small business owners, offering one-time written plans and ongoing advisory services without discretionary portfolio management or custody of assets. The firm applies a consultative approach that includes fundamental, technical, and cyclical investment analyses, while clients execute recommendations through their chosen custodians.

Retirement income strategy Tax-loss harvesting General estate planning guidance Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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J D

Series 63, Series 65

Covington, GA

Butler-Davis Financial Group, LLC

J Davis is a financial advisor with Butler-Davis Financial Group, LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. He previously worked with Avantax Investment Services and HD Vest Investment Services and serves as the chief operating officer of Butler-Davis Tax & Accounting LLC. Outside of his advisory role, Davis is also an independent insurance agent. Butler-Davis Financial Group, LLC offers asset management, financial planning, and retirement plan services to individual investors, plan sponsors, and institutional clients. The firm employs a value-oriented, long-term investment approach using mutual funds and ETFs, provides fiduciary consulting and discretionary management for retirement plans, and conducts educational seminars and workshops.

Retirement plans for business owners (SEP, solo 401k) General tax planning Wealth management
user avatar

Andrew B

CFP®, Series 65

Conyers, GA

Brown Wealth Management, LLC

Andrew Brown is the sole advisor at Brown Wealth Management, LLC in Conyers, GA. He holds the CFP® designation and a Series 65 license, with 20 years of industry experience. Brown has managed his independent advisory firm since 2002. Brown Wealth Management serves individual and high-net-worth clients as well as pension plans, foundations, and other institutional entities. The firm operates as a fee-only fiduciary, providing tailored portfolio management and financial planning services, and is notable for its active work with pension plans and charitable organizations alongside a diverse investment approach.

Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Founder/Business Owner Retired
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Michael L

ChFC®

Covington, GA

Michael W. Lassiter CLU ChFC Inc.

Michael Lassiter is the principal of Michael W. Lassiter CLU ChFC Inc. in Covington, GA, and holds the ChFC® designation. He has 18 years of industry experience and has operated his firm since 2010. In addition to his advisory role, he is a licensed insurance producer with longstanding involvement in selling fixed insurance products. The firm provides advisory services primarily by recommending unaffiliated third-party investment advisers and offering financial planning to individuals, high-net-worth clients, and business entities. It does not directly manage client assets but focuses on selecting and monitoring third-party managers while providing written financial plans and hourly fee-based planning.

General retirement planning Income planning Life insurance needs analysis Long-term care insurance Disability insurance
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Dally E

Series 65

Social Circle, GA

Executive Money Managers, Inc.

Dally East is a financial advisor at Executive Money Managers, Inc. with nine years of industry experience. He holds a Series 65 designation and has been with the firm since 2016. Executive Money Managers, Inc. serves individual and high-net-worth clients, charitable organizations, and business entities, offering discretionary portfolio management and advisory consulting tailored to client objectives. The firm employs a fundamental, value-oriented equity investment approach focused on balance-sheet strength and dividend yield, managing portfolios primarily under discretionary authority with ongoing monitoring and periodic reviews.

Active portfolio management Options & derivatives strategies
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Benjamin E

Series 65

Social Circle, GA

Executive Money Managers, Inc.

Benjamin Eggers is a financial advisor at Executive Money Managers, Inc. in Social Circle, GA, holding a Series 65 designation with 15 years of industry experience. He has been with Executive Money Managers since 2010. Executive Money Managers, Inc. is a small SEC-registered advisory firm managing approximately $82 million in client assets through a three-adviser team. The firm serves individual and high-net-worth clients, charitable organizations, and business entities, employing a fundamental, value-oriented equity investment approach with regular portfolio monitoring and rebalancing.

Active portfolio management Options & derivatives strategies
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