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ALPHACORE CAPITAL LLC

LA JOLLA, CA · CRD 174346 · IAPD ↗ · alphacore.com · 858-875-4100

$12.96BRegulatory AUM
70Advisory reps
124Employees
0Clients
251-500Planning clients
0Private funds
48States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
September 2026 — ALPHACORE CAPITAL LLC notice-filed in WV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
September 2026 — ALPHACORE CAPITAL LLC added office(s): 27 -> 30 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
68
September 2026 — ALPHACORE CAPITAL LLC reported RAUM up 44% ($9.03B -> $12.96B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
August 2026 — ALPHACORE CAPITAL LLC notice-filed in MO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
August 2026 — ALPHACORE CAPITAL LLC added office(s): 24 -> 27 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
May 2026 — ALPHACORE CAPITAL LLC added office(s): 23 -> 24 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
March 2026 — ALPHACORE CAPITAL LLC added office(s): 17 -> 23 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
March 2026 — ALPHACORE CAPITAL LLC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
69
March 2026 — ALPHACORE CAPITAL LLC reported RAUM up 49% ($6.06B -> $9.03B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
March 2026 — ALPHACORE CAPITAL LLC grew from 42 to 69 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
51
December 2025 — ALPHACORE CAPITAL LLC notice-filed in AR, DC, ME.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
December 2025 — ALPHACORE CAPITAL LLC added office(s): 12 -> 17 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
51
June 2025 — ALPHACORE CAPITAL LLC notice-filed in IN, MT, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
June 2025 — ALPHACORE CAPITAL LLC added office(s): 7 -> 12 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
75
June 2025 — ALPHACORE CAPITAL LLC reported RAUM up 102% ($3.00B -> $6.06B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
83
June 2025 — ALPHACORE CAPITAL LLC grew from 29 to 42 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
76
April 2025 — ALPHACORE CAPITAL LLC grew from 23 to 29 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
March 2025 — ALPHACORE CAPITAL LLC notice-filed in VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
February 2025 — ALPHACORE CAPITAL LLC notice-filed in KS.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
January 2025 — ALPHACORE CAPITAL LLC notice-filed in DE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
July 2024 — ALPHACORE CAPITAL LLC notice-filed in WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
July 2024 — ALPHACORE CAPITAL LLC added office(s): 7 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2024 — ALPHACORE CAPITAL LLC added office(s): 6 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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