Alphacore Capital Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 174346
· SEC file 801-108468
· La Jolla, CA
· alphacore.com
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ADV data as of Jul 02, 2026
- Regulatory AUM
- $9.0B
- Discretionary
- $8.4B
- Clients
- 3,372
- Avg AUM / client
- $2.7M
- Accounts
- 11,152
- Employees
- 111
AUM over time
$87.5M
$9.0B
Sep 2016
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,423 | $639M | 7.08% |
| High net worth individuals | 1,905 | $8.2B | 90.7% |
| Banking or thrift institutions | 1 | $12.6M | 0.14% |
| Pooled investment vehicles (non-investment companies) | 1 | $22.9M | 0.25% |
| Pension and profit sharing plans | 6 | $11.1M | 0.12% |
| Charitable organizations | 4 | $16.3M | 0.18% |
| Corporations and other businesses | 32 | $141M | 1.57% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Scpmg Keogh Plan Southern California Permanente Medical Group | 2024 | |
| Sheppard, Mullin, Richter & Hampton Llp Retirement And Savings Plan Sheppard, Mullin, Richter & Hampton Llp | 2024 | |
| Lloyd Pest Control Company Profit Sharing Plan Lloyd Pest Control Company | 2024 |
People (72)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Pfister, Kristi, Elise | Co Trustee | Apr 2005 (21y) | ≈ 2.5% – 12.5% via Pfister Family Trust Dated April 28, 2005 | |
| Richard Gerard Pfister | Chief Executive Officer, President, Managing Member | Apr 2005 (21y) | ≈ 2.5% – 12.5% via Pfister Family Trust Dated April 28, 2005 | |
| Sorbara, Julia, Catherine | Trustee, Jds Tplp Trust | Mar 2011 (15y) | ≈ 1.05% – 12.5% via Jds Tplp Trust | |
| Sorbara, Thomas, Anthony | Trustee, Jds Tplp Trust | Mar 2011 (15y) | ≈ 1.05% – 12.5% via Jds Tplp Trust | |
| Sorbara, Paul, Joseph | Vice President, Temperance Partners Inc. | Oct 2015 (11y) | GP / trustee / elected manager of Temperance Partners Inc. (indirect) | |
| Tice, Kevin, Douglas | President, Temperance Partners Inc. | Oct 2015 (11y) | GP / trustee / elected manager of Temperance Partners Inc. (indirect) | |
| Zehr, Tricia, Renee | Chief Compliance Officer | Nov 2017 (9y) | Less than 5% | |
| Seltzer, Jason, Adam | Vice President, Temperance Partners Inc. | Oct 2019 (7y) | GP / trustee / elected manager of Temperance Partners Inc. (indirect) | |
| Habas, Brian, Leonard | Chief Operating Officer | Jun 2024 (2y) | Less than 5% | |
| Marc Christopher Seward | Registered representative | Chartered Financial Consultant | Jan 2017 (10y) | |
| Carl Robinson Adams | Registered representative | May 2018 (8y) | ||
| Kirk Cabell Strawn | Registered representative | CFA | Jul 2018 (8y) | |
| Chris James Maudlin | Registered representative | Sep 2020 (6y) | ||
| Kristina Joan Cagle | Registered representative | Sep 2020 (6y) | ||
| Stephanie Anne Williams | Registered representative | Sep 2020 (6y) | ||
| Brian David Marvin | Registered representative | May 2021 (5y) | ||
| Troy Edward Owens | Registered representative | CFP | Nov 2021 (5y) | |
| Michael Neil Mcgreevy | Registered representative | Aug 2022 (4y) | ||
| Eric Matthew Gerster | Registered representative | CFA | Jan 2023 (4y) | |
| Edward John Durica | Registered representative | CFA | Apr 2023 (3y) | |
| Brett S Roenick | Registered representative | Oct 2023 (3y) | ||
| Henry Jason Mcclurg | Registered representative | Feb 2024 (2y) | ||
| David Michael Jude Curiel | Registered representative | CFP | Mar 2024 (2y) | |
| Stephen Paul Pedicini | Registered representative | CFP | Apr 2024 (2y) | |
| Kyle Andrew Kraus | Registered representative | CFP | May 2024 (2y) | |
| Huckleberry Gibson | Registered representative | CFP | Jun 2024 (2y) | |
| Ethel Katherine Mcglynn | Registered representative | Jul 2024 (2y) | ||
| Nathan David Stewart | Registered representative | Sep 2024 (2y) | ||
| Samuel Franklin Jones | Registered representative | Oct 2024 (2y) | ||
| James Michael Johnston | Registered representative | Jan 2025 (2y) | ||
| Jonathan Marcus Elsberry | Registered representative | Jan 2025 (2y) | ||
| Matthew Keith Wiles | Registered representative | Jan 2025 (2y) | ||
| Daniel Conners | Registered representative | Jan 2025 (2y) | ||
| Michael Crawford | Registered representative | Jan 2025 (2y) | ||
| Brennan D Cobb | Registered representative | Jan 2025 (2y) | ||
| Christopher Lane Willingham | Registered representative | Apr 2025 (1y) | ||
| Trevor Michael Callan | Registered representative | Apr 2025 (1y) | ||
| Joan Kathleen Koss | Registered representative | CFP Chartered Financial Consultant | Apr 2025 (1y) | |
| Timothy Smith Callan | Registered representative | CFP | Apr 2025 (1y) | |
| Jessica Cafferata | Registered representative | CFP | May 2025 (1y) | |
| Nomathemba Nicole Nkala Hendon | Registered representative | CFP | May 2025 (1y) | |
| Ryan James Callan | Registered representative | May 2025 (1y) | ||
| Brandon Michael Bol | Registered representative | CFP | Jun 2025 (1y) | |
| Walter John Murphy | Registered representative | Sep 2025 (1y) | ||
| Rory Michael Mcglynn | Registered representative | CFP | Oct 2025 (1y) | |
| Edward Geoffrey Sella | Registered representative | CFP Personal Financial Specialist | Oct 2025 (1y) | |
| Daniel Abraham Ball | Registered representative | Nov 2025 (1y) | ||
| Tristine K Altamirano | Registered representative | Nov 2025 (1y) | ||
| Andrew Alper Theobald | Registered representative | CFP | Nov 2025 (1y) | |
| Bradley Patrick Lipman | Registered representative | CFP | Nov 2025 (1y) | |
| Eden Tadesse Akana | Registered representative | Nov 2025 (1y) | ||
| Jason Jeffrey Davis | Registered representative | CFA | Nov 2025 (1y) | |
| John Thomas Flynn | Registered representative | CFP | Nov 2025 (1y) | |
| Matthew Christopher Plourde | Registered representative | CFP | Nov 2025 (1y) | |
| Philip James Mantua | Registered representative | CFP | Nov 2025 (1y) | |
| Steven Paul Cimino | Registered representative | Nov 2025 (1y) | ||
| Samuel Joseph Woo | Registered representative | Nov 2025 (1y) | ||
| Elise Michele Weinstein | Registered representative | CFP | Nov 2025 (1y) | |
| Matthew Edward Gilchrist | Registered representative | CFP Personal Financial Specialist | Nov 2025 (1y) | |
| Jason Cooper Perlman | Registered representative | CFP | Nov 2025 (1y) | |
| Pamela Lynette Mudd | Registered representative | CFP | Nov 2025 (1y) | |
| Stephen Griffin Sikes | Registered representative | Nov 2025 (1y) | ||
| Todd A. Rundle | Registered representative | CFP | Nov 2025 (1y) | |
| David Michael Stubbs | Registered representative | Dec 2025 (1y) | ||
| Eugene Byron Shepherd | Registered representative | Jun 2026 (0y) | ||
| Brooks William Merrifield | Registered representative | Jul 2026 (0y) | ||
| Christopher Cline Freimuth | Registered representative | CFA | Jul 2026 (0y) | |
| Corey Alan Gragg | Registered representative | CFP | Jul 2026 (0y) | |
| Joseph Thomas Rusinko | Registered representative | CFA | Jul 2026 (0y) | |
| Juliet M Hull | Registered representative | CFP | Jul 2026 (0y) | |
| Rita Koch Day | Registered representative | Jul 2026 (0y) | ||
| Thomas Brett Haire | Registered representative | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Cwc Genesis Investor, Llc | Member | Sep 2023 | A | 25% – 50% |
| Pfister Family Trust Dated April 28, 2005 | Owner | Nov 2014 | A | 10% – 25% |
| Temperance Wealth Partners Lp | Member | Oct 2019 | A | 10% – 25% |
| Temperance Partners Inc. | Owner | Oct 2015 | B | ≈ 7.5% – 25% via Temperance Wealth Partners Lp |
| Temperance Partners (Canada) Limited Partnership Ii | Share Holder Owner | Oct 2015 | B | ≈ 5.63% – 25% via Temperance Partners Inc. |
| Jds Tplp Trust | Limited Partner Owner | Oct 2014 | B | ≈ 4.22% – 25% via Temperance Partners (Canada) Limited Partnership Ii |
| Constellation Wealth Capital Fund, L.P. | Member | Aug 2023 | B | ≈ 18.75% – 50% via Cwc Genesis Investor, Llc |
| Temperance Partners Gp I Limited | General Partner | Jun 2015 | B | GP / trustee / elected manager of Temperance Partners (Canada) Limited Partnership Ii (indirect) |
| Temperance Wealth Partners Inc. | General Partner | Oct 2015 | B | GP / trustee / elected manager of Temperance Wealth Partners Lp (indirect) |
| Constellation Wealth Capital Fund Gp, Llc | General Partner | Apr 2023 | B | GP / trustee / elected manager of Constellation Wealth Capital Fund, L.P. (indirect) |
Undisclosed: 0% – 55% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Pfister, Kristi, Elise: 25% – 50% of Pfister Family Trust Dated April 28, 2005 × 10% – 25% direct ≈ 2.5% – 12.5% of the firm
- Richard Gerard Pfister: 25% – 50% of Pfister Family Trust Dated April 28, 2005 × 10% – 25% direct ≈ 2.5% – 12.5% of the firm
- Sorbara, Julia, Catherine: 25% – 50% of Jds Tplp Trust × 75% – 100% of Temperance Partners (Canada) Limited Partnership Ii × 75% – 100% of Temperance Partners Inc. × 75% – 100% of Temperance Wealth Partners Lp × 10% – 25% direct ≈ 1.05% – 12.5% of the firm
- Sorbara, Thomas, Anthony: 25% – 50% of Jds Tplp Trust × 75% – 100% of Temperance Partners (Canada) Limited Partnership Ii × 75% – 100% of Temperance Partners Inc. × 75% – 100% of Temperance Wealth Partners Lp × 10% – 25% direct ≈ 1.05% – 12.5% of the firm
- Temperance Partners Inc.: 75% – 100% of Temperance Wealth Partners Lp × 10% – 25% direct ≈ 7.5% – 25% of the firm
- Temperance Partners (Canada) Limited Partnership Ii: 75% – 100% of Temperance Partners Inc. × 75% – 100% of Temperance Wealth Partners Lp × 10% – 25% direct ≈ 5.63% – 25% of the firm
- Jds Tplp Trust: 75% – 100% of Temperance Partners (Canada) Limited Partnership Ii × 75% – 100% of Temperance Partners Inc. × 75% – 100% of Temperance Wealth Partners Lp × 10% – 25% direct ≈ 4.22% – 25% of the firm
- Constellation Wealth Capital Fund, L.P.: 75% – 100% of Cwc Genesis Investor, Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Scpmg Keogh Plan | Southern California Permanente Medical Group | 11,088 | $7.9B | 01/01/2024 |
| Sheppard, Mullin, Richter & Hampton Llp Retirement And Savings Plan | Sheppard, Mullin, Richter & Hampton Llp | 1,816 | $912M | 01/01/2024 |
| Lloyd Pest Control Company Profit Sharing Plan | Lloyd Pest Control Company | 247 | $16.2M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/02/2026 | 1.23 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $5.8B (64% of AUM) Jul 2026
- Fidelity Brokerage Services $2.4B (26% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 02, 2026.
View current Form ADV (SEC/IAPD) ↗