Alphacore Capital LLC
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Overview
Alphacore Capital LLC is located at 875 Prospect Street, La Jolla, CA. The firm employs 23 financial advisors to manage client portfolios and provide financial guidance. Alphacore Capital LLC is not a registered broker-dealer.
Alphacore Capital LLC oversees $2.4 billion in assets under management across 3,059 accounts, of which 2,614 are discretionary and 445 are non-discretionary. Over the past year, the firm has provided financial planning services to between 101 and 250 clients. The services offered include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The firm caters to retail investors, high net worth investors, banking institutions, pension plans, charitable organizations, and corporations, with high net worth investors being the largest client type by accounts. The fee structure at Alphacore Capital LLC is asset-based. The firm has 848 high net worth clients and maintains affiliations with an insurance company or agency.
Alphacore Capital LLC is registered in the states of Alabama, Alaska, Arizona, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Idaho, Illinois, Iowa, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, and Wisconsin.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Alphacore Capital LLC by the Numbers
$2.4 billion
32
3,059
$798.3 thousand
Products and Services
Alphacore Capital LLC offers multiple financial services, which can consist of financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. In the last fiscal year, Alphacore Capital LLC provided financial planning services to 101-250 of its customers. The Company is engaged in selling products or offering services apart from investment advisory services to its clients.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial management fees typically are based on which services are offered. Fees billed by Alphacore Capital LLC typically consist of the following fee type: asset-based.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm does business with a broad range of clients. It provides services to retail investors, high net worth investors, banking institutions, pension plans, charitable organizations, and corporations. Out of its 6 clients, Alphacore Capital LLC's biggest client type by number of accounts is high net worth investors, but it also caters to 848 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 in AUM or a net worth of more than $1,50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 71.86%
- Other Individuals - 25.93%
- Corporations - 2.03%
- Charitable Organizations - 0.17%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Alphacore Capital LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Alphacore Capital LLC
La Jolla, CA
La Jolla, CA
La Jolla, CA
La Jolla, CA
La Jolla, CA
Loomis, CA
La Jolla, CA
La Jolla, CA
La Jolla, CA
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SmartAsset’s free advisor matching tool makes it easier to find a vetted advisor so you can make an informed decision and choose one that you feel best suits your individual needs. Click here to find your advisor matches today.
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