Trustee · Alphastar Capital Management
Brian K. Williams
CRD 5916723 · Named on Form ADV at one SEC-registered adviser
At a glance
Alphastar Capital Management, an SEC-registered wealth manager based in Cornelius, NC with $2.5 billion in regulatory assets, lists Brian K. Williams on its Form ADV as Trustee, a control person.
Firms and roles
- Alphastar Capital ManagementTrusteeWealth manager · Cornelius, NC · $2.5B in regulatory assets
AtlasMembers
Brian’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (7)
- Anthony J. ParishChief Investment Officer / Member, Alphastar Capital Management
- Laura B. FurnerChief Operating Officer, Alphastar Capital Management
- Julie W. StarrChief Financial Officer, Alphastar Capital Management
- Anitra CassasGeneral Counsel, Alphastar Capital Management
- Daniel T. LantzChief Compliance Officer, Alphastar Capital Management
2 more people named with Brian on the same filings, with titles and firms. Free in Atlas with a free account.
See all 7 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brian’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.