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ALPHACORE CAPITAL LLC
CRD 174346 · SEC 801-108468
1200 PROSPECT ST, SUITE 200, LA JOLLA, CA, 92037, United States
Phone
858-875-4100
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$9.03B
Discretionary AUM
$8.44B
Team
111 total employees; 69 advisory reps; 1 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisersINSTITUTIONAL CONSULTING AND CLIENT SERVICING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1423 | $638.8M |
| High net worth individuals | 1905 | $8.19B |
| Banking/thrift institutions | 1 | $12.6M |
| Pooled investment vehicles | 1 | $22.9M |
| Pension/profit sharing plans | 6 | $11.1M |
| Charitable organizations | 4 | $16.3M |
| Corporations/business entities | 32 | $141.4M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MT, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, RI, SC, TN, UT, VA, WI, WY, WA, TX, NH, HI, CT, FL
All web addresses on file
- https://alphacore.com/
- https://alphacorecap.com
- https://alphacorewealth.com
- https://www.instagram.com/alphacorewealthadvisory/?hl=en
- https://www.youtube.com/@AlphaCoreWealthAdvisory
- https://callancapital.com
- https://x.com/AlphacoreWealth
- HTTPS://WWW.LINKEDIN.COM/COMPANY/ALPHACORE-CAPITAL-LLC/
- HTTPS://SPCFINANCIAL.COM
- https://www.linkedin.com/company/spc-financial-inc/mycompany/
- http://www.meetalphacore.com
- https://open.spotify.com/show/67pBO2WB5qXlV7MEwQ48Kg
- https://podcasts.apple.com/us/podcast/upside-capture/id1888226015
- https://www.youtube.com/@UpsideCapture
Official SEC filing: View on IAPD