Alphacore Capital LLC
● SEC registered since 2016CRD 174346SEC# 801-108468La Jolla, CA
Reg. AUM
$12.96B
Employees
124
Accounts
13,477
Location
La Jolla, CA
About Alphacore Capital
AlphaCore is an independent wealth management firm for high-net-worth individuals and families, integrating investment management, tax preparation, wealth planning, and family office services. The practice stresses evidence-based planning and support for entrepreneurs and multi-generational goals.
Summary based on the firm’s website.
Alphacore Capital LLC assets under management
Alphacore Capital LLC operates as an SEC-registered investment adviser based in La Jolla, CA. The firm has been registered since 2016. It reports $13 billion in regulatory assets under management and employs 124 people.
Alphacore Capital LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alphacore Companies LLC Control | Managing Member | Over 75% | 2025 |
| Brian Leonard Habas Control | Chief Operating Officer | Under 5% | 2024 |
| Eric Matthew Gerster Control | Chief Investment Officer | Under 5% | 2025 |
| Natalie Theresa Roberts Control | Chief Compliance Officer | Under 5% | 2025 |
| Richard Gerard Pfister Control | Chief Executive Officer, President, Managing Member | Under 5% | 2014 |
| Callan Capital LLC Control | Manager | — | 2025 |
| Constellation Wealth Capital Fund, L.P. Control | Member | Over 75% | 2023 |
| Cwc Genesis Investor, LLC Control | Manager | 25-50% | 2025 |
| Richard Gerard Pfister Control | Manager | — | 2025 |
| Temperance Wealth Partners LP Control | Manager | — | 2025 |
Frequently asked questions
How much does Alphacore Capital LLC manage?
Alphacore Capital LLC reports $13 billion in regulatory assets under management on its Form ADV.
How many employees does Alphacore Capital LLC have?
Alphacore Capital LLC reports 124 employees.
Where is Alphacore Capital LLC located?
Alphacore Capital LLC is based in La Jolla, CA and has been SEC-registered since 2016.
Does Alphacore Capital LLC disclose fund performance?
Alphacore Capital LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1200 Prospect St, Suite 200, La Jolla, CA 92037 |
| Phone | 858-875-4100 |
| Office hours | 7:30 a.m. - 4:30 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$12.96B▲ 431%
Jan '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 7%
Larger than 93% of 16,369 advisers
EmployeesTop 6%
More than 94% of 16,804 advisers
Assets under management
$12.96Bregulatory AUM
Discretionary $12.37BNon-discretionary $592.6M