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PB

Phillip T. Bloyd

ALPHASTAR CAPITAL MANAGEMENT
Bluffton, SC 29910
Some features on this profile are disabled
CRD#: 3168115
PB

Professional summary

Phillip Thomas Bloyd is a registered financial advisor currently at ALPHASTAR CAPITAL MANAGEMENT located in Bluffton, South Carolina.

Phillip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Phillip has worked at 10 firms and has passed the Series 65, Series 63, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Phillip Thomas Bloyd's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

December 4, 2025 - Present

ALPHASTAR CAPITAL MANAGEMENT

Office #1: 21 Towne Drive, Bluffton, SC 29910Office #2: 11803 Brinley Ave Ste 100, Louisville, KY 40243
RIA
CRD#: 157423
Bluffton, SC
Past

April 17, 2024 - January 9, 2026

AE WEALTH MANAGEMENT, LLC

RIA
CRD#: 282580
Louisville, KY
Past

January 2, 2007 - December 31, 2024

REVOLUTIONARY WEALTH MANAGEMENT, CORP.

RIA
CRD#: 142724
LOUISVILLE, KY
Past

November 28, 2006 - September 5, 2007

SILVER OAK SECURITIES, INCORPORATED

BD
CRD#: 46947
JACKSON, TN
Past

February 1, 2006 - November 29, 2006

AMERITAS INVESTMENT COMPANY, LLC

RIA
CRD#: 14869
LOUISVILLE, KY
Past

January 20, 2006 - November 29, 2006

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
LOUISVILLE, KY
Past

July 1, 2002 - February 1, 2006

USA FINANCIAL SECURITIES LLC

RIA
CRD#: 103857
LOUISVILLE, KY
Past

July 1, 2002 - February 1, 2006

USA FINANCIAL SECURITIES LLC

BD
CRD#: 103857
ADA, MI
Past

March 29, 2001 - July 1, 2002

THE O.N. EQUITY SALES COMPANY

BD
CRD#: 2936
CINCINNATI, OH
Past

July 19, 2000 - March 23, 2001

EQUITY SERVICES, INC.

BD
CRD#: 265
MONTPELIER, VT
Past

April 16, 1999 - June 30, 2000

ONEAMERICA SECURITIES, INC.

BD
CRD#: 4173
INDIANAPOLIS, IN
Past

April 16, 1999 - June 30, 2000

AMERICAN UNITED LIFE INSURANCE COMPANY

BD
CRD#: 1075
INDIANAPOLIS, IN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AC
ALPHASTAR CAPITAL MANAGEMENT
ALPHASTAR CAPITAL MANAGEMENT | ALPHASTAR CAPITAL MANAGEMENT, LLC

CRD#: 157423 / SEC#: 801-72361

RIA
Registered Investment Advisory firm - (5/18/2011 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Kentucky
(12/11/2025)
IAR
South Carolina
(12/4/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/30/2001
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/15/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6
Date: 4/15/1999
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 7/29/1999
Investment Company Products/Variable Contracts Principal Examination

Current Firm

AC
ALPHASTAR CAPITAL MANAGEMENT
ALPHASTAR CAPITAL MANAGEMENT | ALPHASTAR CAPITAL MANAGEMENT, LLC

CRD#: 157423 / SEC#: 801-72361

RIA
Registered Investment Advisory firm - (5/18/2011 Approved)
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Contact information

Main Address
19600 West Catawba Avenue Suite B200, Cornelius, NC 28031
Mailing Address
Phone number
(855) 340-2514
Established
Firm type
Fiscal year end
# of Employees
124

SEC notice filing (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts11,592
AUM (Assets Under Management)$ 1,841,154,148

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
12/12/2023
Cover Page
Report
06/27/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ALPHASTAR CAPITAL MANAGEMENT

CRD#: 157423Bluffton, SC 29910

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