John L. Steinmeyer

ALPHASTAR CAPITAL MANAGEMENT

CHARLESTON, SC 29401

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CRD#: 4133341

Professional summary

John L Steinmeyer III is a registered financial advisor currently at ALPHASTAR CAPITAL MANAGEMENT located in Charleston, South Carolina.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. John has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 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.

INSURANCE BROKERAGE: DBA: CHURCH STREET FINANCIAL MANAGEMENT, LLC INVESTMENT RELATED: NO; ADDRESS: 171 CHURCH ST, STE 330, CHARLESTON SC; NATURE: INSURANCE SALES & SERVICES POSITION: AGENT/BROKER' START DATE: 8/2014; HOURS: 50% of professional time is spent on insurance business; HRS/MO DURING TRADING: 50% of professional time is spent on insurance business; DUTIES: INSURANCE SALES AND SERVICE FOR MULTIPLE CARRIERS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John L Steinmeyer III'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

August 19, 2014 - Present

ALPHASTAR CAPITAL MANAGEMENT

Office #1: 171 Church Street Suite 330, Charleston, SC 29401

RIA

CRD#: 157423

CHARLESTON, SC

Past

September 17, 2012 - August 14, 2014

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

CHARLESTON, SC

Past

September 12, 2002 - September 12, 2012

ALLSTATE FINANCIAL SERVICES, LLC

CRD#: 18272

CHARLESTON, SC

Past

April 4, 2000 - August 27, 2002

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

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".

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

South Carolina
(8/20/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/8/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/5/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/3/2000

General Securities Representative Examination

Current Firm

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)

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 Accounts	11,592
AUM (Assets Under Management)	$ 1,841,154,148

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/12/2023	Cover Page	Report
06/27/2023	Cover Page	Report
01/24/2023	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.

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John L. Steinmeyer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John L Steinmeyer III's CRS (Customer Relationship Summary).

Certified licenses

Experience

HORNOR, TOWNSEND & KENT, LLC

ALLSTATE FINANCIAL SERVICES, LLC

EDWARD JONES

Primary Firm SEC Registration

ALPHASTAR CAPITAL MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 7/8/2014

Series 63

Date: 4/5/2000

Series 7

Date: 4/3/2000

Current Firm

ALPHASTAR CAPITAL MANAGEMENT

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

ALPHASTAR CAPITAL MANAGEMENT

TRUST BUT VERIFY

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