Kyle
Kraus

Alphacore Capital LLC

CRD#4032935
Investment Advisor
in La Jolla, CA

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About this Advisor

Kyle Kraus is a financial advisor based in La Jolla, California, working with Alphacore Capital LLC. Kyle has previously held positions at The Vanguard Group Inc, Financial Engines Advisors L.L.C, Cipw Service Company, LLC, Alphacore Capital, LLC, Corient Services LLC, Princor Financial Services Corp, Wells Fargo Advisors, LLC, Ameriprise Financial Services I, and Corient. Kyle has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Kyle is part of Alphacore Capital LLC, which operates out of La Jolla, California. The firm has 8 offices and 32 employees. The firm manages assets totaling $2.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm 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 fee structure at Alphacore Capital LLC includes asset-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

875 Prospect Street Suite 315
La Jolla, CA 92037

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Alphacore Capital LLC Brokerage Details

Total Assets Under Management

$2,441,972,009

CA Average: $7,578,581,321
Total Number of Employees

32

CA Average: 43
Total Number of Accounts

3,059

CA Average: 3,727
Average Account Size

$798,291

CA Average: $2,033,427

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

Kyle Kraus Work History

2024 - Present (0 year)

Alphacore Capital, LLC

2023 - Present (1 year)

Corient Services LLC

2023 - Present (1 year)

Corient

2023 - 2023 (< 1 year)

Cipw Service Company, LLC

2021 - 2023 (2 years)

Financial Engines Advisors L.L.C

2019 - 2021 (2 years)

Financial Engines Advisors L.L.C

2016 - 2019 (3 years)

The Vanguard Group Inc

2016 - 2016 (< 1 year)

Ameriprise Financial Services I

2015 - 2016 (1 year)

Wells Fargo Advisors, LLC

2013 - 2015 (2 years)

Princor Financial Services Corp

Disclosures

Please visit the SEC profile of Kyle Kraus 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

Eric Gerster
La Jolla, CA
David Curiel
La Jolla, CA
Victor Calise
La Jolla, CA
Kyle Kraus
La Jolla, CA
Kristina Cagle
Loomis, CA
Vincent Zupo
La Jolla, CA
Kirk Strawn
La Jolla, CA
Troy Owens
La Jolla, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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