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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-19-2015
- Office Locations
- 21
Office Locations
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.
Reported data analysis
What the numbers show
Between November 7, 2025 and July 2, 2026, reported AUM increased 49.0%, from $6.1B to $9.0B.
Across 5 reported observations, AUM increased 599.4% between December 9, 2022 and July 2, 2026, from $1.3B to $9.0B.
Of the latest reported AUM, 93.5% is discretionary and 6.5% is non-discretionary.
The firm reports 69 advisory representatives and 3,373 clients, or 48.9 clients per representative. That equates to $2.7M in reported AUM per client.
The profile lists 21 reported office locations and 11 years in operation. The source data was last updated on July 2, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
ERIC MATTHEW GERSTER
Chief Investment Officer
- CRD
- #6453485
- Ownership
- Less than 5%
BRIAN LEONARD HABAS
CHIEF OPERATING OFFICER, Wealth Advisor
- CRD
- #3009436
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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CARL ROBINSON ADAMS
Advisor
- CRD
- #2767339
Eden Tadesse Akana
Wealth Planner
- CRD
- #6865581
Showing 2 of 67 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Alphacore Capital LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Alphacore Capital LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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