AC
ALPHACORE CAPITAL LLC
SEC RegisteredFreedom Built on Planning
LA JOLLA, CAhttps://alphacore.com858-875-4100
Assets Under Management
$5B–$25B
Employees
111
Office Locations
4 offices
Total Accounts
11152
About the firm
AlphaCore is an independent wealth management firm dedicated to helping high-net-worth individuals and families build, preserve, and transfer wealth across generations. Their integrated approach combines investment management, tax strategy, and comprehensive financial planning.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPooled VehiclesPension/Profit SharingCharitable OrganizationsState/Municipal
Areas of expertise
Wealth PlanningInvestment ManagementTax PreparationFamily Office ServicesExit Strategy PlanningSuccession PlanningLegacy PlanningHigh-net-worth
Services
Wealth Planning, Investment Management, Tax Preparation, and Family Office Services, including exit strategy planning, succession planning for family businesses, and legacy planning.
Who they serve
High-net-worth individuals and families
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 1,423 | $639M |
| High Net Worth Individuals | 1,905 | $8.2B |
| Investment Companies | 1 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 1 | $23M |
| Charitable Organizations | 6 | $11M |
| State/Municipal Entities | 4 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
1 total clients reported on Form ADV.
Leadership
Richard Gerard Pfister
CHIEF EXECUTIVE OFFICER, PRESIDENT, MANAGING MEMBER
Richard Gerard Pfister
CO-TRUSTEE
Kristi Elise Pfister
CO-TRUSTEE
2005 Pfister Family Trust Dated April 28
OWNER
Tricia Renee Zehr
CHIEF COMPLIANCE OFFICER
Canopy Management Company Llc
MEMBER
David Dibblee Silvera
MANAGING MEMBER
Franklin Antonio
MEMBER
Temperance Wealth Partners Lp
MEMBER
Temperance Partners Inc.
OWNER
Jason Adam Seltzer
VICE PRESIDENT, TEMPERANCE PARTNERS INC.
Kevin Douglas Tice
PRESIDENT, TEMPERANCE PARTNERS INC.
Paul Joseph Sorbara
VICE PRESIDENT, TEMPERANCE PARTNERS INC.
Temperance Partners (canada) Limited Partnership Ii
SHARE-HOLDER OWNER
Temperance Partners Gp I Limited
GENERAL PARTNER
Paul Joseph Sorbara
VICE PRESIDENT, TEMPERANCE PARTNERS GP I LIMITED
Kevin Douglas Tice
PRESIDENT, TEMPERANCE PARTNERS GP I LIMITED
Jds Tplp Trust
LIMITED PARTNER OWNER
Paul Joseph Sorbara
TRUSTEE, JDS TPLP TRUST
Julia Catherine Sorbara
TRUSTEE, JDS TPLP TRUST
Thomas Anthony Sorbara
TRUSTEE, JDS TPLP TRUST
Temperance Wealth Partners Inc.
GENERAL PARTNER
Burns Investments Llc
MEMBER
Inc. Burns Ventures
MANAGER
Robert Roy Dean
MANAGER
Dean Family Trust
MEMBER
Robert Roy Dean
CO-TRUSTEE
Trina Rene Burns
CO-TRUSTEE
Victoria Humphrey Living Trust
MEMBER
Victoria Burns
TRUSTEE
Office locations
4 offices in 3 states
CA
LA JOLLAHQ
AZ
SCOTTSDALE
CA
INDIAN WELLS
CO
GLENDALE
Advisors at this firm
64 advisors in the directory
Carl Robinson Adams
Investment Adviser Representative
Eden Tadesse Akana
Investment Adviser Representative
Tristine K Altamirano
Investment Adviser Representative
Daniel Abraham Ball
Investment Adviser Representative
Brandon Michael Bol
Investment Adviser Representative
Hannah Molly Booher
Investment Adviser Representative
Jessica Cafferata
Investment Adviser Representative
Kristina Joan Cagle
Investment Adviser Representative
Ryan James Callan
Investment Adviser Representative
Timothy Smith Callan
Investment Adviser Representative
Trevor Michael Callan
Investment Adviser Representative
Brennan D Cobb
Investment Adviser Representative
Daniel Conners
Investment Adviser Representative
Michael Crawford
Investment Adviser Representative
David Michael Jude Curiel
Investment Adviser Representative
Jason Jeffrey Davis
Investment Adviser Representative
Edward John Durica III
Investment Adviser Representative
Jonathan Marcus Elsberry
Investment Adviser Representative
Christopher Cline Freimuth
Investment Adviser Representative
John Thomas Flynn
Investment Adviser Representative
Eric Matthew Gerster
Investment Adviser Representative
Huckleberry Gibson
Investment Adviser Representative
Matthew Edward Gilchrist
Investment Adviser Representative
Yiorgos Georgeson
Investment Adviser Representative
Thomas Brett Haire Jr
Investment Adviser Representative
Juliet M Hull
Investment Adviser Representative
James Michael Johnston
Investment Adviser Representative
Samuel Franklin Jones
Investment Adviser Representative
Joan Kathleen Koss
Investment Adviser Representative
Kyle Andrew Kraus
Investment Adviser Representative
Bradley Patrick Lipman
Investment Adviser Representative
Rory Michael McGlynn
Investment Adviser Representative
Brooks William Merrifield
Investment Adviser Representative
Pamela Lynette Mudd
Investment Adviser Representative
Philip James Mantua Jr
Investment Adviser Representative
Brian David Marvin
Investment Adviser Representative
Chris James Maudlin
Investment Adviser Representative
Henry Jason McClurg
Investment Adviser Representative
Ethel Katherine McGlynn
Investment Adviser Representative
Michael Neil McGreevy
Investment Adviser Representative
Walter John Murphy
Investment Adviser Representative
Nomathemba Nicole Nkala-Hendon
Investment Adviser Representative
Troy Edward Owens
Investment Adviser Representative
Jason Cooper Perlman
Investment Adviser Representative
Stephen Paul Pedicini
Investment Adviser Representative
Richard Gerard Pfister
Investment Adviser Representative
Matthew Christopher Plourde
Investment Adviser Representative
Joseph Thomas Rusinko
Investment Adviser Representative
Brett S Roenick
Investment Adviser Representative
Todd A. Rundle
Investment Adviser Representative
Edward Geoffrey Sella
Investment Adviser Representative
Nathan David Stewart
Investment Adviser Representative
Marc Christopher Seward
Investment Adviser Representative
Eugene Byron Shepherd
Investment Adviser Representative
Stephen Griffin Sikes
Investment Adviser Representative
Kirk Cabell Strawn
Investment Adviser Representative
David Michael Stubbs
Investment Adviser Representative
William Michael Swart
Investment Adviser Representative
Andrew Alper Theobald
Investment Adviser Representative
Elise Michele Weinstein
Investment Adviser Representative
Matthew Keith Wiles
Investment Adviser Representative
Stephanie Anne Williams
Investment Adviser Representative
Christopher Lane Willingham
Investment Adviser Representative
Samuel Joseph Woo
Investment Adviser Representative
Regulatory & compliance
CRD number
#174346
SEC Number
801-108468
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee
Minimum: $1,000,000 (waivable)
| Asset tier | Annual rate |
|---|---|
| First $1,250,000 | 1.50% |
| $1,250,001 to $5,000,000 | 1.00% |
| Above $5,000,000 | 0.75% |
Data as of April 14, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
alphacore.comPhone
858-875-4100Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ALPHACORE CAPITAL LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.