ALPHACORE CAPITAL LLC

RIASEC RegisteredEst. 2016

Total AUM

$9B

Discretionary

$8.4B

93% of AUM

Avg account

$810K

Accounts

11,152

Employees

111

Advisory reps

Firm details

Headquarters: LA JOLLA, California
CRD number: 174346
Registered since: September 28, 2016
Website: alphacore.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI90.66%
Individuals7.08%
Corporations / Businesses1.57%
Pooled Investment Vehicles0.25%
Charitable Organizations0.18%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Alphacore Capital LLC is an independent registered investment adviser that began SEC registration in 2016 and serves both individual/family and institutional clients. The firm functions as a capital allocator and provides a range of advisory services including financial planning, portfolio management across individual, pooled and institutional mandates, pension consulting, and manager selection. Alphacore also engages in non-advisory business activities tied to accounting and has industry ties that include acting as sponsor, general partner, or managing member of pooled vehicles. Fee arrangements include both a percentage of assets under management and fixed-fee engagements. Alphacore is not characterized as an active ESG investor. The firm received recognition from Citywire in 2021 as part of their "50 Growers Across America" feature.