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| Happy Holidays!! thanks for using AUM13F!! |
| Alphacore Capital LLC
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| CRD # | 174346 |
| SEC # | 801-108468 |
| CIK # | 0001713662 |
| AUM | $6.1 B (2025-05-28) |
| Employees | 71 (59% Investors, 0% Brokers) |
| Phone | 858-875-4100 |
| Address | 875 Prospect Street La Jolla, CA 92037 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001713662 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Facebook Inc | 0.1 | ||
| MPLX LP | 0.1 | ||
| Microsoft Corp | 0.0 | ||
| Apple Inc | 0.0 | ||
| SPDR Gold Trust | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| iShares Gold Trust Micro | 0.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 511 | 0.3 |
| (b) Individuals (high net worth individuals) | 1,393 | 5.6 |
| (c) Banking or thrift institutions | 1 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 0.0 |
| (h) Charitable organizations | 4 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 25 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 6,249 | 6.1 |
| By Discretionary | ||
| Discretionary | 5,832 | 5.5 |
| Non-Discretionary | 417 | 0.6 |
| Total | 6,249 | 6.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 6.0 | |
| Total | 6,249 | 6.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001713662] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Modern Wealth Management LLC
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|
KS | 6.1 |
|
Capital Advisors Inc
✚
|
OK | 6.1 |
|
Key Investment Services LLC
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|
OH | 6.1 |
|
Maple-Brown Abbott Limited
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|
6.1 | |
|
Hays Financial Group LLC
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|
MN | 6.1 |
|
Promanage LLC
✚
|
IL | 6.1 |
|
Global Alpha Capital Management Ltd
✚
|
6.0 | |
|
Wealthcare Advisory Partners LLC
✚
|
PA | 6.0 |
|
Harbor Investment Advisory LLC
✚
|
MD | 6.0 |
|
Cassaday & Co Wealth Management LLC
✚
|
VA | 6.0 |