Bethesda, MD Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
AlphaCore Capital LLC
Multi-team
Firm-wide stats for AlphaCore Capital LLC
Clients per advisor
58 TypicalAvg AUM per client
$3,134,712 Very HighHNW client ratio
55% Very HighAbout
AlphaCore Capital LLC is an independent wealth advisory firm that serves individual and high‑net‑worth clients as well as entities and institutional investors. The firm offers comprehensive wealth planning and investment management with access to traditional and alternative investment strategies, plus tax preparation, trustee services, participant account management for held‑away retirement assets, and ERISA retirement plan advisory services (including 3(38) and 3(21) capacities).
AlphaCore emphasizes alternative investing alongside traditional equity and fixed‑income exposures, allocating to both “alternative strategies” (e.g., long/short, global macro, event‑driven) and “alternative asset classes” (e.g., private equity, private credit, private real estate) to pursue multi‑asset diversification and resilience. The firm generally manages accounts on a discretionary basis, performs qualitative macro and fundamental analysis and formal manager due diligence, and uses unaffiliated Sub‑Advisers and pooled vehicles when a strategy or qualification is better served by third‑party managers.
Compared with many peers, AlphaCore both advises and manages pooled investment vehicles and acts as a private fund adviser and institutional sub‑adviser, including a disclosed sub‑advisory relationship with iCapital and an affiliate (Strategic Access LLC) that is eligible to receive carried interest. The firm also works with less common client types for its peer group—such as banking or thrift institutions—and integrates services like tax preparation and an in‑house insurance affiliate into its advisory platform, items it discloses where they create potential conflicts of interest.
Based on AlphaCore Capital LLC
Location
7600 Wisconsin Avenue, Suite 200
Bethesda MD 20814
Advisors at this office
14
Advisors at this office
Matthew G
CFP®, PFS™, Series 66
Bethesda, MD
AlphaCore Capital LLC
Matthew Gilchrist is a CFP® and PFS™ with 17 years of experience in the financial services industry. He is currently with AlphaCore Capital LLC and previously worked at SPC Financial, Inc. and Raymond James Financial Services, Inc. He serves on the board of Cura Personalis Project, a nonprofit organization supporting individuals with disabilities. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, and institutional clients. The firm offers comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional strategies through direct management and third-party sub-advisers.
Elise W
CFP®
Bethesda, MD
AlphaCore Capital LLC
Elise Weinstein is a CFP® professional with nine years of industry experience. She currently works at AlphaCore Capital LLC and has previously worked at Sella & Martinic, LLC and SPC Financial, INC. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, institutional, and entity clients. The firm offers comprehensive wealth planning and investment management, emphasizing multi-asset diversification through both traditional and alternative investment strategies.
Andrew T
CFP®, Series 66
Bethesda, MD
AlphaCore Capital LLC
Andrew Theobald is a CFP® with four years of industry experience, currently with AlphaCore Capital LLC. Prior to joining AlphaCore in 2025, he worked at SPC Financial, Inc. and Northwestern Mutual Investment Services LLC, among other firms. Outside of advisory work, he is a producing agent for AlphaCore Insurance Services, an insurance agency affiliated with his firm. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, institutional, and entity clients. The firm provides comprehensive wealth planning and investment management across traditional and alternative strategies, including tax preparation and ERISA retirement plan advisory services.
Todd R
CFP®
Bethesda, MD
AlphaCore Capital LLC
Todd Rundle is a CFP® professional affiliated with AlphaCore Capital LLC and has over 18 years of industry experience. He previously worked at Raymond James Financial Services, Inc. and SPC Financial, Inc. before joining AlphaCore Capital. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, entity, and institutional clients. The firm offers comprehensive wealth planning and investment management with a focus on both traditional and alternative investment strategies, including access to tax preparation, trustee services, retirement plan advisory, and sub-advisory roles.
Matthew P
CFP®, Series 66
Bethesda, MD
AlphaCore Capital LLC
Matthew Plourde is a CFP® and Series 66 licensed advisor at AlphaCore Capital LLC with three years of industry experience. He previously worked at SPC Financial, Inc. and Raymond James Financial Services, Inc. Outside of financial advising, he performs part-time gig economy work through Task Rabbit. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, entity, and institutional clients. The firm combines traditional and alternative investment strategies with comprehensive wealth planning and specialized services, including tax preparation and retirement plan advisory.
Pamela M
CFP®
Bethesda, MD
AlphaCore Capital LLC
Pamela Mudd is a CFP® professional with 22 years of industry experience. She has worked at SPC Financial, INC. and Sella & Martinic, LLC from 2002 to 2024 before joining AlphaCore Capital LLC in 2025. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, institutional clients, and entities. The firm offers comprehensive wealth planning and investment management, emphasizing a mix of traditional and alternative investment strategies designed for multi-asset diversification and resilience.
Bradley L
CFP®
Bethesda, MD
AlphaCore Capital LLC
Bradley Lipman is a CFP® professional with eight years of industry experience. He is currently with AlphaCore Capital LLC and has previously worked at Raymond James Financial Services, SPC Financial, and Sella & Martinic. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, entity, and institutional clients. The firm combines traditional and alternative investment strategies with comprehensive wealth planning, tax preparation, trustee services, and ERISA retirement plan advisory services.
John F
CFP®, Series 66
Bethesda, MD
AlphaCore Capital LLC
John Flynn is a CFP® professional with three years of industry experience, currently serving as a financial advisor at AlphaCore Capital LLC. Prior to joining AlphaCore, he held roles at SPC Financial Inc. and Northwestern Mutual in various capacities related to wealth and investment management. Flynn is also a producing agent for AlphaCore Insurance Services, an insurance agency affiliated with his advisory firm. AlphaCore Capital LLC is an independent wealth advisory firm that serves individual, high-net-worth, entity, and institutional clients. The firm offers comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional equity and fixed-income strategies, and provides services including tax preparation, trustee services, and ERISA retirement plan advisory.
Eden A
Series 66
Bethesda, MD
AlphaCore Capital LLC
Eden Akana is a financial advisor at AlphaCore Capital LLC with eight years of industry experience. Akana holds the Series 66 designation and has previously worked at SPC Financial, Raymond James Financial Services, Grove Point Advisors, Grove Point Investments, H. Beck, and PNC Bank. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, institutional, and entity clients. The firm offers comprehensive wealth planning and investment management, emphasizing alternative investment strategies alongside traditional asset classes.
Jason D
CFA®, Series 66
Bethesda, MD
AlphaCore Capital LLC
Jason Davis is a CFA® charterholder with 14 years of industry experience. He currently works at AlphaCore Capital LLC and previously spent 12 years at Raymond James Financial Services, Inc. Davis owns a rental real estate business. AlphaCore Capital LLC is an independent wealth advisory firm that serves individual, high-net-worth, entity, and institutional clients. The firm offers comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional strategies for multi-asset diversification.
Samuel W
Series 65
Bethesda, MD
AlphaCore Capital LLC
Samuel Woo is a financial advisor at AlphaCore Capital LLC with a Series 65 credential. He has one year of industry experience and previously worked at SPC Financial, Inc. and Raymond James Financial Services, Inc. before joining AlphaCore. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, entity, and institutional clients. The firm offers comprehensive wealth planning and investment management with a focus on alternative investing alongside traditional equity and fixed-income strategies.
Stephen S
Series 63, Series 65
Bethesda, MD
AlphaCore Capital LLC
Stephen Sikes is a financial advisor at AlphaCore Capital LLC with four years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at SPC Financial, Raymond James Financial Services, and ATEL Securities Corporation. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, entity, and institutional clients. The firm offers comprehensive wealth planning and investment management with a focus on alternative investing alongside traditional strategies, managing accounts primarily on a discretionary basis and providing services such as tax preparation and ERISA retirement plan advisory.
Philip M
CFP®, Series 66
Bethesda, MD
AlphaCore Capital LLC
Philip Mantua Jr. is a CFP® and Series 66 designated advisor with 10 years of industry experience. He is currently with AlphaCore Capital LLC and previously worked at Raymond James Financial Services, Inc. for eight years and SPC Financial, Inc. for ten years. Mantua also serves as a producing agent for an insurance affiliate of the firm. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, institutional clients, and entities. The firm offers comprehensive wealth planning and investment management, emphasizing a blend of traditional and alternative investment strategies to pursue multi-asset diversification and resilience.
Jason P
CFP®, Series 66
Bethesda, MD
AlphaCore Capital LLC
Jason Perlman is a CFP®-designated advisor with 10 years of industry experience, currently serving at AlphaCore Capital LLC since 2025. He previously worked at Raymond James Financial Services, Inc. for eight years and SPC Financial, INC. for eleven years. Perlman is also a producing agent for an insurance affiliate connected to his firm. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, entity, and institutional clients. The firm combines traditional and alternative investment strategies with comprehensive wealth planning, tax preparation, trustee services, and specialized retirement plan advisory services.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)