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Charles Edward Neumaier

Alphastar Capital Management

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About Charles Edward Neumaier

Charles Edward Neumaier is an Investment Advisor Representative with Alphastar Capital Management, LLC. Charles Neumaier has been working in the financial industry since 1994 and holds licenses in both Ohio and North Carolina. He is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Charles Neumaier works primarily with individuals, high net worth individuals, and pension and profit sharing plans. Charles Neumaier specializes in portfolio management, financial planning and selection of other advisors.

Firm Information

Charles Neumaier is currently registered with Alphastar Capital Management. Alphastar Capital Management, based in Cornelius, NC, is an investment advisor with over $1 billion in assets under management. They provide financial planning, pension consulting, and portfolio management services for individuals, corporations, high-net-worth individuals, and pension and profit-sharing plans. They also offer sub-advisory services and selection of other advisors.
Alphastar Capital Management

19600 WEST CATAWBA AVENUE

CORNELIUS, NC 28031

$1.15B

Assets Under Management

71

Total Clients

94

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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sub-advisory services

Sub-advisory services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Charles Neumaier’s Registration & Firm History

OH

01/13/2014 - Present

Alphastar Capital Management (BROOKVILLE OH)

OH

03/10/2006 - 11/06/2013

SICOR SECURITIES INC (DAYTON OH)

OH

08/22/1994 - 03/15/2006

THE O.N. EQUITY SALES COMPANY (DAYTON OH)

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Licenses & Designations

IA

Issued 05/26/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/16/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/19/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Charles Edward Neumaier.
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