Boca Raton, FL Office

Team
Updated today
AlphaStar Capital Management logo

AlphaStar Capital Management

Multi-team

Firm-wide stats for AlphaStar Capital Management

Total advisors

157

Across 99 offices

Clients per advisor

54 Typical

Avg AUM per client

$263,916 Very Low

HNW client ratio

5% Very Low

About

Alphastar Capital Management serves a mix of individual clients (including high‑net‑worth individuals), corporate and business clients, and retirement plans, offering discretionary investment management, financial planning, participant account management for 401(k) and pension plans, and subadvisory services to other registered investment advisers. The firm operates at enterprise scale, reporting roughly 135 advisors, about $2.5 billion in assets under management, over 8,400 client relationships, and an extensive office footprint.

Investment implementation is through firm-designed Alphastar Model Portfolios and advisor‑directed models that use strategic (target allocations and rebalancing) and tactical (momentum and fundamentals) approaches, and may include equities, ETFs, mutual funds, structured notes, private placements and fee‑based annuities. Alphastar commonly employs unaffiliated subadvisers and underlying funds, and uses third‑party portfolio construction technology — including tax‑aware optimization and custom indexing tools — while offering ERISA-related plan services (including potential 3(38) discretionary and 3(21) co‑fiduciary roles).

Distinctive features disclosed in the brochure include the firm’s provision of subadvisory and promoter/referral arrangements to unaffiliated investment advisers, a practice noted as relatively uncommon for enterprise peers and explicitly described along with related referral fees. The firm also discloses a formal minimum cash‑position policy (generally at least 0.5% and 2% for accounts holding illiquid securities) and maintains common‑control relationships with affiliated wholesalers and insurance support entities (for example, Barnabas and Financial Independence Group), which are disclosed as potential conflicts of interest.

Based on AlphaStar Capital Management

Expertise

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

Based on AlphaStar Capital Management

Occupation focus

Founder/Business Owner Retired

Based on AlphaStar Capital Management

Location

5301 N. Federal Hwy, Suite 170

Boca Raton FL 33432

Advisors at this office

5

Advisors at this office

user avatar

Kyle B

Series 65

Boca Raton, FL

AlphaStar Capital Management

Kyle Boggiano is a financial advisor at AlphaStar Capital Management with a Series 65 designation and three years of industry experience. Prior to joining AlphaStar in 2026, he was with Wealthcare Financial from 2023. AlphaStar Capital Management serves a diverse range of clients including individuals, corporate and business clients, and retirement plans. The firm provides discretionary investment management, financial planning, and subadvisory services through model portfolios and advisor-directed strategies that incorporate both strategic and tactical approaches.

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

John G

Series 65

Boca Raton, FL

AlphaStar Capital Management

John Graetz is a financial advisor at AlphaStar Capital Management with a Series 65 credential and six years of industry experience. Prior to joining AlphaStar in 2026, he worked at Wealthcare Financial starting in 2020. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, and subadvisory services. The firm employs a combination of firm-designed model portfolios and advisor-directed strategies across various asset types and uses third-party portfolio construction technology.

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

Shaun T

Series 66

Boca Raton, FL

AlphaStar Capital Management

Shaun Tarzy is a financial advisor at AlphaStar Capital Management with 16 years of industry experience. He holds a Series 66 designation and has worked at AlphaStar since 2018. Prior to that, he was associated with WealthCare Financial and MassMutual Life Insurance Company. Outside of his advisory role, Tarzy has ownership and agent positions in insurance brokerage and tax-related businesses. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base that includes individuals, trusts, small businesses, and pension plans. The firm offers both model portfolios and customized strategies, utilizing quantitative analysis and a tactical investment approach, and provides services such as portfolio management, financial planning, and retirement plan consulting.

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

Joseph B

Series 65

Boca Raton, FL

AlphaStar Capital Management

Joseph Bodvake is a financial advisor at AlphaStar Capital Management with a Series 65 credential and one year of industry experience. Prior to his role at AlphaStar, he was associated with WealthCare Financial and also worked at Sushi by Bou. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services. The firm employs a range of investment strategies including model portfolios and third-party portfolio construction tools, managing approximately $2.5 billion in assets across over 8,400 client relationships.

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

Michael B

Series 65

Boca Raton, FL

AlphaStar Capital Management

Michael Boggiano is a financial advisor at AlphaStar Capital Management with two years of industry experience. He holds a Series 65 designation and also conducts insurance business through WealthCare Financial, where he dedicates significant time. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for a diverse client base, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs both predefined model portfolios and custom strategies that incorporate quantitative analysis and tactical asset allocation, and it serves a variety of clients including high-net-worth individuals, trusts, and pension plans.

Tax-loss harvesting Active portfolio management Passive / index investing Private / alternative investments Founder/Business Owner Retired
View complete list of advisors at this office
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