Brantley Patrick Claunch

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2024 → Present
  Alphastar Capital Management, Llc
  Cornelius, NC
• 12/2023 → Present
  United Benefits Wealth
  Florence, AL
• 11/2023 → 12/2024
  United Benefits Insurance
  Florence, AL
• 12/2022 → 01/2026
  The Locals Ice, Llc
  Florence, AL
• 01/2021 → Present
  The Locals Al's, Llc
  Florence, AL
• 01/2021 → 11/2023
  Bank Independent
  Florence, AL
• 09/2017 → 01/2021
  Bank Independent
  Florence, AL
• 08/2016 → 08/2017
  Bank Independent
  Florence, AL
• 03/2024 → Present
  United Benefits Insurance
  Florence, AL

Other Businesses

1. United Benefits Insurance; investment related; 3295 County Rd 47 Florence, AL 35630; (1) insurance agent starting 04/2024, and (2) Director of United Benefits Insurance starting 01, 2024; 0hrs/month during non-trading hours; 80hrs/month during trading hours; Help to implement internal process and clean up workflows regarding annual reviews of existing book of annuity business, and serve as insurance agent. 2. The Locals AL's, LLC; Non-investment related; 1801 Palmer St Florence, AL 35630; flipping and renovating rental properties; Part-Owner and Landlord; 01/2021; 5hrs/month during non-trading hours; 5hrs/month during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-11-27