Cottleville, MO Office

AlphaCore Capital LLC is an independent wealth advisory firm with roughly 70 advisors managing about $13 billion that serves individuals (including high‑net‑worth clients), entities and institutional investors, and in some instances banking or thrift institutions. The firm offers comprehensive financial planning, discretionary and non‑discretionary investment management, retirement plan advisory, institutional sub‑advisory services and a model portfolio subscription service.

The firm emphasizes allocation to alternative investments alongside traditional equities and fixed income, using fundamental and qualitative macro analysis and a manager due‑diligence process to assemble multi‑asset portfolios that can include both liquid and illiquid private market commitments. AlphaCore implements strategies through in‑house management, unaffiliated sub‑advisers, and advisor‑guided platforms (including SEI/Advisor Guided platforms) and provides participant account management for held‑away defined contribution plan participant accounts.

What distinguishes AlphaCore from many multi‑team peers is its role as a private fund adviser and its provision of portfolio management for pooled vehicles, including a disclosed sub‑advisory relationship with iCapital Advisors, LLC and affiliate arrangements (Strategic Access LLC) that may receive carried interest. The firm also operates affiliates for tax, insurance and family‑office services and participates in custodial and referral programs (e.g., Schwab, SEI), all of which the brochure identifies as disclosed conflicts the firm seeks to manage.