Stafford, VA Office
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AlphaStar Capital Management
Multi-team
Firm-wide stats for AlphaStar Capital Management
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
Based on AlphaStar Capital Management
Location
100 Oakridge Drive
Stafford VA 22556
Advisors at this office
3
Advisors at this office
Luis L
CFP®, Series 65
Stafford, VA
AlphaStar Capital Management
Luis Lopez is a CFP® with five years of industry experience, currently serving as a financial advisor at AlphaStar Capital Management. He has previously worked at ILG Financial LLC, Enterprise Rent-a-Car, and Nike. Outside of AlphaStar, he is involved with ILG Financial as a paraplanner providing retirement solutions. AlphaStar Capital Management serves individual, corporate, and retirement plan clients through discretionary investment management, financial planning, participant account management, and subadvisory services. The firm uses a combination of strategic and tactical investment approaches and offers ERISA-related plan services with a focus on diverse investment vehicles and third-party portfolio technology.
David L
Series 65
Stafford, VA
AlphaStar Capital Management
David Lopez is a financial advisor at AlphaStar Capital Management with 15 years of industry experience. He holds a Series 65 designation and has been with AlphaStar since 2011. Outside of his advisory role, he is the owner and agent of ILG LLC, which sells fixed annuities and life and health insurance products, and serves as president of the North Stafford Church of Christ, assisting with its administration. AlphaStar Capital Management manages approximately $1.84 billion for individuals, trusts, small businesses, and other clients, offering both discretionary and non-discretionary portfolio management alongside financial planning and retirement consulting. The firm employs strategic asset allocation and quantitative analysis in its investment approach and provides subadvisory and platform services to unaffiliated registered investment advisers.
Israel C
Series 63, Series 65
Stafford, VA
AlphaStar Capital Management
Israel Chavez Jr. is a financial advisor at AlphaStar Capital Management with Series 63 and Series 65 credentials and two years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and ILG Financial. 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 strategic and tactical investment approaches through proprietary model portfolios and third-party tools, managing approximately $2.5 billion in assets across more than 8,400 client relationships.
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