CORE ALPHA, INC.

CRD 119635File 801-118545

APPROVED

Retail clients

Filing as of Mar 24, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$146.1M

Bottom 25% of cohort (national)

Discretionary AUM

$123.9M

Non-discretionary $22.2M

Clients

321

858 accounts

Employees

Bottom 25% of cohort in NY

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: NYRO
Registration date: Apr 27, 2020
Principal office: 1701 CHILI AVENUE, ROCHESTER, NY, 14624
Phone: 585-235-3600
Website: https://x.com/COREALPHA

Assets & accounts

ADV Item 5F

Total regulatory AUM: $146.1M
Discretionary AUM: $123.9M
Non-discretionary AUM: $22.2M
Discretionary accounts: 760
Non-discretionary accounts: 98
Total accounts: 858
AUM per client: $455K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Individuals (other than high net worth individuals)	321	$146.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.