AdvisorCensus / Financial advisors / California / San Diego / Alphacore Capital LLC
Alphacore Capital LLC is an SEC-registered investment advisory firm in La Jolla, CA, registered since 2016, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated October 1, 2026.
Quick answers
From the filingHow is Alphacore Capital LLC compensated?
On its Form ADV (Item 5.E, October 2026), Alphacore Capital LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
Where is Alphacore Capital LLC located?
Alphacore Capital LLC's principal office is in La Jolla, CA, according to its Form ADV; the September 2026 filing also lists 13 other offices (Schedule D, Section 1.F).
Is Alphacore Capital LLC registered with the SEC or a state?
Alphacore Capital LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 174346.
How much does Alphacore Capital LLC manage?
Alphacore Capital LLC reports $12,959,408,390 in regulatory assets under management in its Form ADV filing dated October 1, 2026 (95% discretionary).
How have Alphacore Capital LLC's assets and staff changed since 2021?
In the Form ADV data for Alphacore Capital LLC: Regulatory assets under management: $1,043,547,674 in the October 2021 data and $12,959,408,390 in the October 2026 data, up 1142%. Total employees: 18 in October 2021 and 124 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Alphacore Capital LLC serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (2,209); individuals (other than high net worth individuals) (1,776); corporations or other businesses not listed above (38).
Which custodians does Alphacore Capital LLC use?
Alphacore Capital LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.
Does Alphacore Capital LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/174346
Does Alphacore Capital LLC state an account minimum?
Its Form ADV Part 2A brochure dated August 28, 2026 says: "While our standard new relationship size is $1 million, AlphaCore reserves the right to accept or to not accept any potential client, or to terminate any current client, at our sole discretion." "Our account minimum is generally $1 million."
What changed in Alphacore Capital LLC's recent Form ADV filings?
In the September 2026 filing data: Employees performing advisory functions went from 69 to 70. Regulatory assets under management went from $9,028,614,790 to $12,959,408,390 (+44%). Added an office in Summit, NJ. Added an office in Tiverton, RI. Registered or notice-filed in WV.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $1,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
While our standard new relationship size is $1 million, AlphaCore reserves the right to accept or to not accept any potential client, or to terminate any current client, at our sole discretion.
Our account minimum is generally $1 million.
As stated in the firm's Form ADV Part 2A brochure dated August 28, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$12,959,408,390 as of October 2026, filing dated October 1, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Also doing business as
- ALPHACORE WEALTH ADVISORS, ALPHACORE WEALTH ADVISORY
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2016 (10 years)
- Employees
- Total: 124. Performing investment advisory functions: 70.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
13 other offices, as of the September 2026 filing
- States registered or notice-filed
-
48 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $12,959,408,390 | 124 | October 1, 2026 |
| October 2025 | $6,060,926,747 | 71 | May 28, 2025 |
| October 2024 | $2,441,972,009 | 32 | June 14, 2024 |
| October 2023 | $2,325,402,186 | 28 | September 26, 2023 |
| October 2022 | $1,290,895,131 | 23 | August 3, 2022 |
| October 2021 | $1,043,547,674 | 18 | August 26, 2021 |
Regulatory assets under management: $1,043,547,674 in the October 2021 data and $12,959,408,390 in the October 2026 data, up 1142%.
Total employees: 18 in October 2021 and 124 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- September 2026
- Employees performing advisory functions went from 69 to 70.
- Regulatory assets under management went from $9,028,614,790 to $12,959,408,390 (+44%).
- Added an office in Summit, NJ.
- Added an office in Tiverton, RI.
- Registered or notice-filed in WV.
- August 2026
- Added an office in Denver, CO.
- Added an office in Los Gatos, CA.
- Registered or notice-filed in MO.
- May 2026
- Added an office in Ocean View, DE.
- March 2026
- Regulatory assets under management went from $6,060,926,747 to $9,028,614,790 (+49%).
- Employees performing advisory functions went from 42 to 69.
- Added an office in Scottsdale, AZ.
- December 2025
- Added an office in Denver, CO.
- Registered or notice-filed in AR, DC, ME.
- November 2025
- Added an office in Rockville, MD.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Alphacore Capital LLC (CRD 174346): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/alphacore-capital-llc-la-jolla-ca-174346