Brian Kenji Williams

Employer firm

Alphastar Capital Management CRD 157423

$2.50B regulatory AUM 28 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Educational seminars
SUB-ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers

Alphastar Capital Management

19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2011-05-18

NC RA
APPROVED

Since 2011-05-18

Branch Locations

19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Alphastar Capital Management, Llc	Cornelius	NC	04/2011	Present
Financial Independence Group, Inc	Cornelius	NC	07/2007	Present

04/2011 → Present

Alphastar Capital Management, Llc

Cornelius, NC
07/2007 → Present

Financial Independence Group, Inc

Cornelius, NC

Other Businesses

ALPHASTAR CAPITAL MANGEMENT, LLC; INVESTMENT-RELATED; 19520 CATAWBA AVENUE, SUITE 112, CORNELIUS, NC 28031; REGISTERED INVESTMENT ADVISOR; MANAGING PARTNER; 07.2011; 60 hrs per month/60 hrs per month during trading hours; SUPERVISION. LIFE INNOVATIONS, LLC; Non-INVESTMENT-RELATED; 21409 BALTIC DRIVE, CORNELIUS, NC 28031; HOLDING COMPANY; OWNER; 05.2017; 0 hrs per month/0 hrs per month during trading hours; COMPANY OWNS SHARES OF LIFE INNOVATORS, AN INSURANCE PRODUCT DEVELOPMENT COMPANY; GOVERNANCE. LIFE INNOVATORS, LLC; Non-INVESTMENT-RELATED; 19520 CATAWBA AVENUE, SUITE 200, CORNELIUS, NC 28031; INSURANCE PRODUCT DEVELOPMENT COMPANY; PARTIAL OWNERSHIP; 05.2018; 0 hrs per month/0 hours per month during trading hours; GOVERNANCE. SHAKA FAKA - Non-INVESTMENT RELATED; 21409 BALTIC DRIVE, CORNELIUS, NC 28031 10.13.2020 OWNER, LLC OWNED BY LIFE INNOCATIONS AS INVESTMENT - SHAKA FAKA OWNS FITNESS FACILITIES ONLY 20 hrs per month; 0 hrs per month during trading hours. BURN BOOT CAMP CHAPEL HILL; Non-INVESTMENT-RELATED; 223 S. ELLIOTT ROAD, CHAPEL HILL, NC 27514; FITNESS CENTER; OWNER; 01.2017; 0 hrs per month/0 hrs per month during trading hours; GOVERNANCE. WILLIAMS FITNESS I, LLC; Non-INVESTMENT-RELATED; 1951 HIGH HOUSE ROAD, CARY, NC 27519; FITNESS CENTER; OWNER; 08.2016; 5 hrs per month; 0 hrs per month during trading hours; GOVERNANCE. Financial Independence Group, Inc./Non-investment related/19520 W Catawba Ave Suite 200 Cornelius NC 28031/Insurance Marketing Organization/ Partner/07.2007/160hrs per month/160hrs per month during trading hours. Barnabas Capital/Investment related/19600 W Catawba Ave, Suite C201, Cornelius, NC 28031/Wholesale BD/0 hours per month/0 hours during trading hours/19% Ownership/Investor IPCG, LLC/Non-investment related/19520 W Catawba Ave Suite 200, Cornelius, NC 28031/Property and Casualty Insurance Brokerage/07.2019/0 hours per month/0 hours per month during trading hours/15.8% ownership/Investor ALPHASTAR CAPITAL MANAGEMENT INSURANCE, LLC - Investment related/19520 W CATAWBA AVENUE, SUITE 112, CORNELIUS, NC 28031/Insurance Company/11.2016/LICENSED PRINCIPAL/ACMI IS OWNED BY ALPHASTAR CAPITAL MANAGEMENT, LLC AS AN INSURANCE COMPANY/0 hours per month/0 hours per month during trading hours.