← Directory
ALPHACORE CAPITAL LLC
CRD 174346File 801-108468
APPROVED
Retail clients
Custody
Filing as of Jul 2, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$9.03B
Top 10% of cohort (national)
Discretionary AUM
$8.44B
Non-discretionary $591.2M
Clients
3,372
11,152 accounts
Employees
111
Top 10% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Sep 28, 2016
- Principal office
- 1200 PROSPECT ST, SUITE 200, LA JOLLA, CA, 92037
- Phone
- 858-875-4100
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $9.03B
- Discretionary AUM
- $8.44B
- Non-discretionary AUM
- $591.2M
- Discretionary accounts
- 10,634
- Non-discretionary accounts
- 518
- Total accounts
- 11,152
- AUM per client
- $2.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 32 | $141.4M |
| Charitable organizations | 4 | $16.3M |
| High net worth individuals | 1,905 | $8.19B |
| Pooled investment vehicles | 1 | $22.9M |
| Banking or thrift institutions | 1 | $12.6M |
| Pension and profit sharing plans | 6 | $11.1M |
| Individuals (other than high net worth individuals) | 1,423 | $638.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This 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.