Alphastar continues its commitment to go beyond the standard industry playbook.
CHARLOTTE, NC / ACCESS Newswire / April 14, 2026 / Alphastar Capital Management ("Alphastar"), a $2.5B firm partnering with advisor-entrepreneurs, connecting them with access to relationships, solutions, and strategic opportunities, delivered through a highly tailored, hands-on service model, announces the launch of its inaugural flagship event, BOLD 2026, taking place September 23-25 in Uptown Charlotte, North Carolina.
BOLD 2026 is designed to give advisors something increasingly difficult to find in today's environment: clear perspective, practical direction, and the conviction to act on both.
BOLD didn't start as an event. It started as a recognition-some advisors have outgrown the industry playbook but haven't been given a better one. The ones pushing forward are left making defining decisions on their own, without a room to pressure-test that thinking alongside peers operating at the same level.
BOLD will bring those advisors into the same room.
The three-day experience is built around perspectives not typically found in financial services. The agenda will bring together speakers and operators from both in and outside the advisory space-individuals who have performed under pressure, built at scale, and navigated high-stakes decision-making-translating those lessons into the realities of running and leading a growing advisory business.
"Most advisors don't need more ideas. They need a better lens for evaluating the ones in front of them," said Derek Gubala, Co-President of Alphastar. "At a certain point, growth isn't about working harder. It's about thinking differently. BOLD is designed to create that attitude shift. We want them to dream bold, think bold, and ultimately build something that reflects that."
While the experience is designed to expand perspective, it is equally grounded in forward movement.
"Most of the decisions that determine the trajectory of a business don't get solved in the day-to-day," said Casey McIntyre, Co-President of Alphastar. "BOLD creates the space to focus on those decisions; so advisors can leave with clarity on what actually needs to change, and the confidence to act on it."
BOLD 2026 represents the next evolution of Alphastar's commitment to advisor growth, bringing together a national community of independent advisors in a setting designed to accelerate how they think, operate, and lead.
Registration details and speaker announcements will be released in the coming months.
About Alphastar
Alphastar Capital Management, LLC is a $2.5B registered investment adviser designed to help advisor-entrepreneurs scale with intention, without sacrificing control or flexibility. The firm serves as both architect and concierge, providing disciplined, institutional investment management alongside comprehensive operational, strategic, and practice support. By combining structure with access to deeper resources and meaningful connections, Alphastar enables advisors to stay focused on their clients while our team manages complexity behind the scenes. This advisor-first operating model is delivered through a high-touch service approach grounded in responsiveness, partnership, and consistency. For more information, please visit www.alphastarcm.com.
Media Contacts
Katelyn Nicholson
E: katelyn.nicholson@alphastarcm.com
SOURCE: Alphastar Capital Management
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