# 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.

- CRD: 174346
- Filed as: ALPHACORE CAPITAL LLC
- Also doing business as: ALPHACORE WEALTH ADVISORS, ALPHACORE WEALTH ADVISORY
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: La Jolla, CA
- Filing period: October 2026
- Form ADV filing dated: October 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/174346
- AdvisorCensus page: https://advisorcensus.com/firm/alphacore-capital-llc-la-jolla-ca-174346

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated August 28, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $12,959,408,390
- Discretionary: $12,366,804,279
- Non-discretionary: $592,604,111

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,776 | $911,547,832 |
| High net worth individuals | 2,209 | $11,580,280,088 |
| Banking or thrift institutions | 2 | $205,891,909 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $26,664,294 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 17 | $18,501,024 |
| Charitable organizations | 22 | $30,043,986 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 38 | $186,479,257 |
| Other | 0 | $0 |

### 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)

### Firm details
- Registered since: 2016 (10 years)
- Employees: 124 total, 70 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Austin, TX
- Denver, CO
- Glendale, CO
- Greenwich, CT
- Indian Wells, CA
- Los Gatos, CA
- Manhasset, NY
- Ocean View, DE
- Rockville, MD
- San Diego, CA
- Scottsdale, AZ
- Summit, NJ
- Tiverton, RI

### Websites listed on Form ADV (Item 1.I)
- alphacore.com
- alphacorecap.com
- alphacorewealth.com
- braveasset.com
- bravefamilyadvisors.com
- callancapital.com
- elkriverwealth.com
- elkriverwealthmanagement.com
- elkriverwm.com
- meetalphacore.com
- open.spotify.com/show/67pBO2WB5qXlV7MEwQ48Kg
- podcasts.apple.com/us/podcast/upside-capture/id1888226015
- spcfinancial.com
- Instagram @alphacorewealthadvisory
- LinkedIn @alphacore-capital-llc
- LinkedIn @brave-asset-management
- LinkedIn @elkriverwealth
- LinkedIn @spc-financial-inc
- X @AlphacoreWealth
- YouTube @AlphaCoreWealthAdvisory
- YouTube @UpsideCapture

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,043,547,674 | 18 | August 26, 2021 |
| October 2022 | $1,290,895,131 | 23 | August 3, 2022 |
| October 2023 | $2,325,402,186 | 28 | September 26, 2023 |
| October 2024 | $2,441,972,009 | 32 | June 14, 2024 |
| October 2025 | $6,060,926,747 | 71 | May 28, 2025 |
| October 2026 | $12,959,408,390 | 124 | October 1, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Alphacore Capital LLC (CRD 174346): Form ADV filing data as of October 2026.