$9.0B Total AUM
$8.4B Disc. AUM
79.2% 3Y CAGR
111 Employees
3,373 ADV. Clients
11 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- HarborMatrix north +more
- Established Date
- 02-19-2015
- Office Locations
- 17
Office Locations
1200 Prospect ST Suite 200 LA Jolla CA
12760 High Bluff Drive Suite 110 SAN Diego CA
1601 South Mopac Expressway Ste. D 150 Austin TX
About Alphacore Capital LLC
AlphaCore is an independent, nationally recognized wealth advisory firm serving clients nationwide, providing comprehensive wealth planning and investment management. Portfolios can incorporate traditional and alternative strategies, supported by in-house research, institutional infrastructure, and modern technology aligned to client goals, risk tolerance, and time horizon. The firm highlights planning for business owners and multi-generational families, and has expanded tax-integrated wealth planning capabilities through its acquisition of SPC Financial.
Team overview
46 AVG AGE
$130.8M AVG AUM / ADVISOR
$2.7M AVG AUM / CLIENT
2.2 yrs AVG TENURE
111 Employees
69 Advisory Reps
57 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Foundation Focus vital Harbor element Signal beacon Wave vertex Glacier Harbor ember Horizon element Wave horizon Vertex eagle Quantum catalyst
Client Personas
Pathway Timber
CRM
Horizon
Custodian
Momentum ridge Alpha pathway Timber summit Quantum harbor Atlas capital Horizon Vertex peak Beacon Alpha Crest zenith Capital vector Legacy catalyst Wave ridge Beacon Capital North matrix Meridian matrix Element Insight Matrix Focus Delta atlas Insight North Matrix alpha Ridge atlas Pathway
Fund Managers
Zenith Zenith delta
Investment Themes
Horizon Unison oak Harbor meridian Atlas Pioneer Legacy
Investment Vehicles
Oak Bridge momentum Capital optima Peak ridge
Platform
Bridge vertex Insight Unison Vital Glacier Timber
Services
Frontier Capital Quantum Atlas insight Beacon Vital Wave unison Optima Insight focus Alpha Beacon Value pathway Capital ridge
Technology
Signal bridge Element fusion Unison insight Value bridge Meridian Crest Peak
Owner & Executives
ERIC MATTHEW GERSTER
Chief Investment Officer
- CRD
- #6453485
- Ownership
- Less than 5%
(672) 709-6914
focus.foundation@meridiancapital.com
in linkedin.com/in/prime-oak
BRIAN LEONARD HABAS
CHIEF OPERATING OFFICER, Wealth Advisor
- CRD
- #3009436
- Ownership
- Less than 5%
(583) 531-2793
summit.focus@timbercapital.com
in linkedin.com/in/foundation-focus
P
Prime timber
Insight north
- CRD
- #82608
- Ownership
- 48.7%
(223) 682-2973
eagle.glacier@insightcapital.com
in linkedin.com/in/quantum-legacy
Showing 2 of 4 owners & executives
Unlock allContacts
CARL ROBINSON ADAMS
Advisor
- CRD
- #2767339
(224) 745-5488
radial.north@vertexcapital.com
in linkedin.com/in/pioneer-unison
Eden Tadesse Akana
Wealth Planner
- CRD
- #6865581
(899) 312-4319
delta.ridge@deltacapital.com
in linkedin.com/in/eagle-legacy
F
Fusion pathway
Foundation zenith ember
- CRD
- #44326
(879) 661-9040
signal.beacon@capitalcapital.com
in linkedin.com/in/timber-unison
Showing 2 of 60 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,437,367,292 | $793,433 |
| Non-Discretionary | $591,247,498 | $1,141,404 |
| Total | $9,028,614,790 | $809,596 |
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Separately Managed Accounts
Total SMA Asset: $9,005,674,199
Equity - Exchange:
9.8% Public Funds:
18.6% Cash:
15.3% Municipal Bonds:
8.5% Private Funds:
15.2% U.S. Government/Agency:
32.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $714,462,054 | 9.8% |
| Public Funds | $1,356,019,817 | 18.6% |
| Cash | $1,115,435,656 | 15.3% |
| Municipal Bonds | $619,686,476 | 8.5% |
| Private Funds | $1,108,145,227 | 15.2% |
| U.S. Government/Agency | $2,376,679,896 | 32.6% |
| Total | $7,290,429,126 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VERTEX QUANTUM RIDGE | PATHWAY HARBOR | JIX4YHORA | KQU | 9.23% | $108,075,036 |
| BEACON FRONTIER | VECTOR VERTEX | D6ISKKEX6 | LLYFH | 11.73% | $12,154,788 |
| OAK VALUE VALUE | MOMENTUM SIGNAL | GK9PLP7TG | XYMDM | 3.73% | $23,581,511 |
| MERIDIAN NORTH NORTH | PIONEER EMBER | WTOOK7U81 | XOUMB | 2.08% | $14,495,271 |
| SUMMIT MATRIX INSIGHT | TIMBER VALUE | 9KIDE3IWY | QAOYB | 5.35% | $73,480,876 |
| RIDGE GLACIER | VERTEX UNISON | 5EHZS4KAO | KXVX | 1.58% | $108,275,134 |
| ALPHA SUMMIT VECTOR | OPTIMA TIMBER | BR62FGOZK | OCALL | 10.46% | $2,211,305 |
| CATALYST PEAK | CAPITAL INSIGHT | HKPKQ6KCZ | SKPC | 2.98% | $3,087,704 |