Ethan
Schmidt
Alphacore Capital LLC
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About this Advisor
Ethan Schmidt is a certified financial planner who works out of La Jolla, California. Schmidt is an advisor for Alphacore Capital LLC. Throughout their career, Schmidt has worked at Merrill Lynch, Pierce, Fenner & Smith, Inc, Segall Bryant And Hamill, Ca-Ventures, Bank Of America, N.A, The Leaders Group, Inc, Schmidt Financial Group, Catalyst Wealth Management and Alphacore Capital LLC. Schmidt holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in California. Alphacore Capital LLC is an advisory firm based in La Jolla, CA. It has offices in five locations and a total of 24 employees. It manages $2 billion in assets between its 2,477 accounts, placing it among the largest firms in the United States by assets under management. The firm serves two charitable organizations. Of its 2,477 customer accounts, 70% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Alphacore Capital LLC provides a diverse range of services, such as 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. Financial management fee schedules depend on the financial services offered. However, fees charged by Alphacore Capital LLC most likely are comprised of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Alphacore Capital LLC Brokerage Details
$1,497,529,481
24
2,477
$604,574
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Ethan Schmidt Work History
Ethan has been registered as a financial advisor for 0 years.*
Alphacore Capital LLC
The Leaders Group, Inc
Schmidt Financial Group
Catalyst Wealth Management
Merrill Lynch, Pierce, Fenner & Smith, Inc
Bank Of America, N.A
Segall Bryant And Hamill
Ca-Ventures
Ca-Ventures
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ethan Schmidt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Alphacore Capital LLC
La Jolla, CA
La Jolla, CA
La Jolla, CA
Loomis, CA
Riverside, CT
La Jolla, CA
La Jolla, CA
La Jolla, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
