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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-01-2011
- Office Locations
- 95
Office Locations
About Alphastar Capital Management
Alphastar Capital Management supports independent advisors with ongoing business development plus sales, compliance, and operational resources and platforms designed to streamline practice management. The firm serves families with financial planning, and builds portfolios using public funds and ETFs, with capability across areas like fixed income and alternatives. Custody relationship includes Charles Schwab & Co.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ERICKA ADAMS CAIN
Owner
- CRD
- --
- Ownership
- 10% but less than 25%
WILLIAM HENRY CAIN
Managing Partner
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 13 owners & executives
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Michael Jerome Allen
--
- CRD
- #8201024
Joseph M Altman
Investment Advisor Representative
- CRD
- #4945069
Showing 2 of 157 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,494,846,095 | $158,132 |
| Non-Discretionary | $1,356,666 | $75,370 |
| Total | $2,496,202,761 | $158,038 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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