Matthew
Black

Alphastar Capital Management, LLC

CRD#6576128
Investment Advisor
in Evans, GA

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About this Advisor

Matthew Black is a financial advisor operating in Evans, Georgia with 6 years of industry experience. Black is an employee of Alphastar Capital Management, LLC. Their career trajectory has included roles at Department Of Juvenile Justice, Grand Canyon Universtiy, First Command Financial Planning, Inc, First Command Insurance Services, Inc, First Command Advisory Services, Inc, Alphastar Capital Management, LLC, Bailey Retirement Group and Prosperity Retirement Group, LLC. Black has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in Georgia and South Carolina. Alphastar Capital Management, LLC is a company operating out of Cornelius, NC. The investment advisory business has offices in 82 locations and a total of 128 advisors. It administers $2 billion in total assets across its 13,326 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. Of its 13,326 client accounts, just 3% are held by high-net-worth investors who have more than $1 million in investable assets. The company offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Financial management fee schedules usually are based on the financial services offered. Fees billed by Alphastar Capital Management, LLC likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4734 Hereford Farm Road
Evans, GA 30809

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Alphastar Capital Management, LLC Brokerage Details

Total Assets Under Management

$1,450,962,289

GA Average: $3,625,019,099
Total Number of Employees

128

GA Average: 22
Total Number of Accounts

13,326

GA Average: 1,917
Average Account Size

$108,882

GA Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Matthew Black Work History

Matthew has been registered as a financial advisor for 6 years.*

2018 - Present (6 years)

Prosperity Retirement Group, LLC

2017 - Present (7 years)

Alphastar Capital Management, LLC

2017 - 2018 (1 year)

Bailey Retirement Group

2016 - 2017 (1 year)

First Command Financial Planning, Inc

2016 - 2017 (1 year)

First Command Insurance Services, Inc

2016 - 2017 (1 year)

First Command Advisory Services, Inc

2015 - 2016 (1 year)

First Command Financial Planning, Inc

2014 - 2015 (1 year)

Department Of Juvenile Justice

2012 - 2014 (2 years)

Grand Canyon Universtiy

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Matthew Black to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Alphastar Capital Management, LLC

Jeffrey Atchison
Abilene, TX
Lukas Smith
Goodlettsville, TN
Jon Yancey
Concord, NC
Brice Payne
Cornelius, NC
Robert Knotts
Uniontown, OH
Douglas Marion
Cornelius, NC
Michael Boggiano
Boca Raton, FL
Jeffrey Headrick
Wilmington, NC

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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