CORE ALPHA, INC.

Overview

Core Alpha, Inc. is an insurance broker-dealer that operates as a fee-based adviser for individual and family clients. The firm blends portfolio management with financial planning and the selection of third-party managers, positioning itself as a capital allocator rather than a pure transactional broker. Core Alpha favors managed, pooled public funds as the backbone of client portfolios and supplements those with insurance products and third-party alternative managers where appropriate. The firm charges a mix of percentage-of-AUM and fixed fees and maintains discretionary authority over the majority of assets it oversees. Core Alpha is not a multi-state adviser and does not market itself as an ESG-focused investor. Its regulatory registration dates to 2020 and its client mix centers on individuals and families rather than institutional or pension clientele.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices