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CORE ALPHA, INC.

ROCHESTER, NY · CRD 119635 · IAPD ↗ · 585-235-3600

$146.1MRegulatory AUM
3Advisory reps
3Employees
12Clients
251-500Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2026 — CORE ALPHA, INC. reported RAUM up 30% ($112.8M -> $146.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
61
February 2024 — CORE ALPHA, INC. reported RAUM up 30% ($72.6M -> $94.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.