Greenville, SC Frederick St Office

Team
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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

108 Frederick St

Greenville SC 29607

Advisors at this office

4

Advisors at this office

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Robert L

Series 65

Greenville, SC

AlphaStar Capital Management

Robert Leatherwood is a financial advisor at AlphaStar Capital Management with seven years of industry experience. He holds a Series 65 designation and has worked at multiple firms, including Brookstone Wealth Advisors and R&R Financial Advisors. Outside of his advisory role, he is a consultant for Empower Law & Mediation, serves as a bookkeeper for Russell Community Church, and acts as a financial coach for Stokes CPA. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base, including individuals, trusts, and small businesses. The firm utilizes both predefined model portfolios and custom strategies, combining strategic asset allocation with quantitative and tactical analysis, and offers 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
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James W

Series 65, Series 63

Greenville, SC

AlphaStar Capital Management

James Wynn III is a financial advisor with AlphaStar Capital Management in Greenville, SC. He holds Series 65 and Series 63 designations and has five years of industry experience. Prior to joining AlphaStar, Wynn worked at Alight Financial Advisors and several other firms. He is also an insurance agent with Iron Financial Group. AlphaStar Capital Management serves individual, corporate, and retirement plan clients by providing discretionary investment management, financial planning, and subadvisory services. The firm employs model portfolios and advisor-directed strategies incorporating various asset types and utilizes third-party technology for portfolio construction and tax optimization.

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

Series 63, Series 66

Greenville, SC

AlphaStar Capital Management

Eric Craven is an associate advisor at AlphaStar Capital Management with six years of industry experience. He holds Series 63 and 66 licenses and previously worked at Bank of America, Merrill, and Brookstone Wealth Advisors. Outside of his advisory role, he is involved with Ironwood Financial Group, focusing on insurance services. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for individuals, trusts, small businesses, and other advisers. The firm employs a strategic asset-allocation approach combined with quantitative analysis and offers both model and custom portfolio strategies.

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

Jason W

Series 65

Greenville, SC

AlphaStar Capital Management

Jason Weckel is a financial advisor with AlphaStar Capital Management holding a Series 65 credential and 15 years of industry experience. His prior roles include positions at Brookstone Wealth Advisors, AE Wealth Management, and Lord and Richards. He is also a partner and advisor at Ironwood Financial Group, where he is involved in analyzing and managing life insurance and fixed annuity products. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, and subadvisory services. The firm employs strategic and tactical investment approaches across diverse asset types and supports ERISA-related plan services, operating with approximately 135 advisors and managing around $2.5 billion in assets.

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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