Alphacore Capital LLC
Firm details
- Headquarters
- La Jolla, California
- CRD number
- 174346
- Registered since
- September 28, 2016
- Website
- alphacore.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI89.36%
- Individuals7.03%
- Banking / Thrift Institutions1.59%
- Corporations / Businesses1.44%
- Charitable Organizations0.23%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Alphacore Capital LLC is an independent registered investment adviser that provides financial planning and portfolio management across individual, family and institutional clients. The firm is SEC-registered (initial registration recorded in 2016) and functions as a capital allocator, both managing client portfolios and selecting outside managers and pooled vehicles. Its advisory scope includes portfolio management for individuals, small businesses and pooled investment vehicles, pension consulting and the selection of other advisers. Alphacore charges a mix of percentage-of-AUM and fixed fees and lists accounting among its business activities. The firm was named to Citywire’s "50 Growers Across America" list in 2021. Alphacore does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities78%
- Public Funds/Mutual Funds12%
- Cash & Cash Equivalents7%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
3 of 6
Eric Gerster
Partner, Chief Investment OfficerCRD 6453485
Kirk Strawn
Chief Strategy OfficerCRD 1974396
Richard Pfister
CEO & FounderCRD 2496887
Contacts
3 of 65
Elise Weinstein
Senior Wealth PlannerCRD 5816897
Rory Mcglynn
Partner, Senior Wealth AdvisorCRD 5856943
Christopher Owens
Wealth AdvisorCRD 5312759
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 679Active vs passive
$4.3B in ETFs
86%
$3.7B
12%
$621M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD LARGE-CAP INDEX FUND (VV) | Vanguard | Passive | Large Blend | $152M | 440,832 | 3.54% |
Location
La Jolla, CA
San Diego
Location
La Jolla, CA
Headquartered in La Jolla, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.
- Metro area
- San Diego-Chula Vista-Carlsbad, CA
- Region
- West
- County
- San Diego
- Address
- 1200 Prospect St
- Time zone
- PT (UTC-8)
- Office locations
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