James
Dubrueler

Alphastar Capital Management, LLC

CRD#6895730
Investment Advisor
in Winchester, VA

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About this Advisor

James Dubrueler is a financial advisor based out of Winchester, Virginia with 5 years of industry experience. Dubrueler is on the advisory team at Alphastar Capital Management, LLC. Throughout their career, they have worked at Alphastar Capital Management, LLC, Creekside Insurance Advisors Inc, Creekside Financial Group Inc and Ready To Go Properties LLC. Dubrueler holds a Series 65 license, qualifying them as an investment advisor representative, and is able to advise clients in Maryland, North Carolina, Virginia and West Virginia. Alphastar Capital Management, LLC is a business that has its headquarters in Cornelius, NC. The firm has offices in 82 locations and a total of 128 employees. It oversees $2 billion in total assets between its 13,326 accounts, placing it among the biggest investment advisory firms in the country by assets under management. Of its 13,326 customer accounts, just 3% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Alphastar Capital Management, LLC performs a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees for financial management largely are based on the type of services. Fees charged by Alphastar Capital Management, LLC most likely include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

5 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

167 Creekside Lane
Winchester, VA 22602

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Alphastar Capital Management, LLC Brokerage Details

Total Assets Under Management

$1,450,962,289

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

128

VA Average: 22
Total Number of Accounts

13,326

VA Average: 1,917
Average Account Size

$108,882

VA 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

James Dubrueler Work History

James has been registered as a financial advisor for 5 years.*

2017 - Present (7 years)

Alphastar Capital Management, LLC

2017 - Present (7 years)

Creekside Financial Group Inc

2011 - Present (13 years)

Ready To Go Properties LLC

2009 - Present (15 years)

Creekside Insurance Advisors Inc

*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 James Dubrueler 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

Logan Sadler
Hemet, CA
Daniel Happ
Phoenix, AZ
Jeffrey Headrick
Wilmington, NC
Robert Knotts
Uniontown, OH
Douglas Marion
Cornelius, NC
David Perez
Cornelius, NC
Jeffrey Atchison
Abilene, TX
Jon Yancey
Concord, 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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