Firm profile

ALPHACORE CAPITAL LLC

LA JOLLA, CACRD 174346Latest ADV April 14, 2026

Alphacore Capital LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in La Jolla, CA. Its latest Form ADV filing, dated April 14, 2026, reports $9.0B in regulatory assets under management, 111 employee, 24 offices, and 11,152 accounts.

Assets Under Management
$9.0B
Employees
111
Offices
24 offices
Total Clients
3,372
Primary office
LA JOLLA, CA
1200 PROSPECT ST, SUITE 200, LA JOLLA, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

4 roles identified
CEORichard G. Pfister
CCONatalie T. Roberts
COOBrian L. Habas

Advisory services offered

7 types reported
Financial Planning Services
Other advisory services
Pension consulting services

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentHNWI represent 56.5% of total clients.
Top client categories% of clientsClients
1
HNWI
56.5%
1,905
2
Individuals
42.2%
1,423
3
Corporations
0.9%
32
4
Pension Plans
0.2%
6
5
Charitable
0.1%
4
Additional categories (<0.1%)
Banks<5 clients
Pooled Investment Vehicles<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$9.0Bas of April 14, 2026
Discretionary93.5%
$8.4B
93% of total RAUM93.5%
Non-discretionary6.5%
$591M
7% of total RAUM6.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$9.0B
Total Accounts11,152
10Y AUM Change+$8.8B (+4324.4%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees111
Clients per Employee30:1
10Y Employee Change+101 (+1010.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.