Alphacore Capital LLC

RIASEC Registered

Total AUM

$13B

Discretionary

$12.4B

95% of AUM

Avg account

$962K

Accounts

13,477

Employees

124

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: HNWI89.36%
Individuals7.03%
Banking / Thrift Institutions1.59%
Corporations / Businesses1.44%
Charitable Organizations0.23%
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 works with both individuals/families and institutional clients. The firm is SEC registered (2016) and operates as a capital allocator with a fee model that includes both a percentage-of-AUM component and fixed fees. Alphacore provides a range of advisory services — financial planning, portfolio management for individuals, small businesses, pooled vehicles and institutions, pension consulting and selection of other advisers — and is also listed with business activity as an accountant. The firm was recognized by Citywire in 2021 as one of its "50 Growers Across America." Alphacore is not described as an active ESG investor. It also has industry affiliations that include roles as an investment adviser, accountant, insurance company and sponsor/GP/managing member of pooled investment vehicles.