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James Marshall Dubrueler

Alphastar Capital Management

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About James Marshall Dubrueler

James Marshall Dubrueler is an investment advisor representative registered with Alphastar Capital Management, LLC. James has been in the industry since 2009 and holds a Series 65 license. James specializes in providing financial planning, portfolio management, and sub-advisory services to individuals, businesses, and pension plans. He also offers advisory services to insurance companies and other investment advisors. In addition to his role at Alphastar Capital Management, James is also a 50% shareholder and COO of Creekside Insurance Advisors Inc. and Creekside Financial Group Inc., both of which offer investment-related services. James is also a 50% Managing Member of Ready 2 Go Properties LLC, a real estate rental company.

Firm Information

James Dubrueler 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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James Dubrueler’s Registration & Firm History

VA

02/13/2018 - Present

Alphastar Capital Management (Winchester VA)

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Licenses & Designations

IA

Issued 09/13/2016

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Marshall Dubrueler.
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