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Alisha Wright

ALPHASTAR CAPITAL MANAGEMENT
Hockley, TX
·CRD# 7817357·3 years experience

Professional Summary

Alisha Wright, who also goes by Alisha Hall, is a registered financial advisor currently at ALPHASTAR CAPITAL MANAGEMENT located in Hockley, Texas. Alisha is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Alisha has worked at 3 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Alisha Hall

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

3 years in the financial services industry

Current & Past Employments

ALPHASTAR CAPITAL MANAGEMENT·CRD# 157423
RIA
Hockley, TX
May 18, 2026 - Present
THE INSTITUTE·CRD# 127207
RIA
Hockley, TX
August 14, 2024 - June 9, 2026
BROOKSTONE WEALTH ADVISORS, LLC·CRD# 137658
RIA
Hockley, TX
October 10, 2023 - July 19, 2024

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Current Firm

AC
ALPHASTAR CAPITAL MANAGEMENT

ALPHASTAR CAPITAL MANAGEMENT | ALPHASTAR CAPITAL MANAGEMENT, LLC

CRD#: 157423 / SEC#: 801-72361
RIA
Registered Investment Advisory firm - SEC (5/18/2011 Approved)

Contact Information

Main Address

19520 West Catawba Avenue Suite 112, Cornelius, NC 28031

Phone Number

(855) 340-2514

# of Employees

150

SEC notice filing (52 States and Territories)

Registered to provide investment advisory services in 52 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PART 2A (3/31/2026)

Regulatory Assets Under Management

Total Number of Accounts

15,795

AUM (Assets Under Management)

$2,496,202,761

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
12/12/2023Cover PageReport

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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.

1 - Retirement Risk Advisors. It is investment-related. Katy, TX. Retirement planning through analysis of client finances and recommendations and sales of life insurance products. My position is a Client Care Specialist and I am an employee. I started 04/2023. I work 40 hours/week. 0 securities trading hours. Communication with client, document gathering, Social Security Analysis. 2 - the name of the other business; RRA Agency whether the business is investment-related; Yes the address of the other business; Katy, TX the nature of the other business; Insurance� your position; Junior Advisor title, or relationship with the other business; Junior Advisor the start date of your relationship; 09/2023 the approximate number of hours/month you devote to the other business; 10/15 hours per month the number of hours you devote to the other business during securities trading hours; 10/15 hours per month and briefly describe your duties relating to the other business; �Selling life insurance and annuities, putting together retirement plans and presenting them to clients.

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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 - SEC (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.
IAR
Texas
(5/18/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Sep 2023About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Alisha Wright's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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