Greenville, SC Frederick St Office

Team
Updated today

Client AUM

$2,234,313,383

Clients

8,466

Advisors

4

Of 153 advisors across 98 offices

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 at AlphaStar Capital Management with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Alight Financial Advisors and Lord and Richards. Outside of his advisory role, he is also an insurance agent with Iron Financial Group. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services. The firm utilizes a combination of strategic and tactical investment approaches through model portfolios, serving over 8,400 client relationships with approximately $2.5 billion in assets under management.

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
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Jason W

Series 65

Greenville, SC

AlphaStar Capital Management

Jason Weckel is a financial advisor at AlphaStar Capital Management with 14 years of industry experience. He holds a Series 65 designation and has worked at several firms, including AE Wealth Management, Lord and Richards, and Brookstone Wealth Advisors. In addition to his advisory role, he is a partner and advisor at Ironwood Financial Group, where he focuses on life insurance and fixed annuity products. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for a diverse client base, including individuals, trusts, small businesses, and other advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting services, employing both model and custom strategies that combine strategic asset allocation with quantitative and momentum analysis.

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