Advisor at AlphaStar Capital Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
AlphaStar Capital Management
Location
Florence, AL 35630
Credentials
Series 65, Series 66
Industry experience
7 years
James Boggus is a financial advisor at AlphaStar Capital Management with seven years of industry experience. He holds Series 65 and Series 66 licenses and has worked at AlphaStar and United Benefits Wealth Management since 2024. In addition to his advisory roles, he is involved with United Benefits Insurance, a non-investment related business. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, small businesses, and pension plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and specialized subadvisory services, utilizing both model portfolios and custom strategies based on quantitative analysis and third-party research.
Based on AlphaStar Capital Management
Based on AlphaStar Capital Management
Fixed fees for financial planning vary based on complexity and client needs; specific amounts are negotiated
Up to 2.25% per annum (maximum annual rate); actual fees are negotiable and vary by client
IARs may receive commissions for sale of commission-based insurance products separately from advisory fees; commissions vary by product and carrier
Hourly financial planning fees are negotiable and based on complexity; specific rates not stated
Subscription fees for ongoing financial planning and consulting may be negotiated; specific amounts not stated
Minimum fee: Account administrative fee of up to $50 per account annually, payable monthly or quarterly Fee-only: Financial planning services offered with negotiable fixed fees, hourly fees, retainer fees, or subscription fees (monthly, quarterly, or annual); specific amounts vary and are negotiated
3295 County Rd 47
Florence, AL 35630
Alabama
Alphastar Capital Management, LLC
2024 - Present (2 years)
United Benefits Wealth Management
2024 - Present (2 years)
United Benefits Insurance
2017 - Present (9 years)
Unemployed
2016 - 2017 (1 year)
Yellowhammer Multimedia
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Florence, AL
Axient Investment Advisors LLC
Series 66
Florence, AL
Axient Investment Advisors LLC
Series 63, Series 66
Florence, AL
Money Concepts Capital Corp
Series 65
Florence, AL
AlphaStar Capital Management
Series 65
Florence, AL
AlphaStar Capital Management
Series 63, Series 65
Florence, AL
Transamerica Financial Advisors
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