Glendale, CO Office

Team
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AlphaCore Capital LLC logo

AlphaCore Capital LLC

Multi-team

Firm-wide stats for AlphaCore Capital LLC

Total advisors

70

Across 19 offices

Clients per advisor

57 Typical

Avg AUM per client

$3,134,712 Very High

HNW client ratio

55% Very High

About

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.

Based on AlphaCore Capital LLC

Expertise

Private / alternative investments Active portfolio management Retirement income strategy General estate planning guidance

Based on AlphaCore Capital LLC

Occupation focus

Executive Founder/Business Owner

Based on AlphaCore Capital LLC

Demographic focus

HENRY (High Earners, Not Rich Yet) Established Professionals

Based on AlphaCore Capital LLC

Location

4500 Cherry Creek Drive South, Suite 1070

Glendale CO 80246

Advisors at this office

4

Advisors at this office

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James J

Series 63, Series 65

Glendale, CO

AlphaCore Capital LLC

James Johnston is a financial advisor at AlphaCore Capital LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has operated his own consulting business, JMJ Consulting Inc., since 2005, where he provides tax, insurance, and estate planning services. Prior to joining AlphaCore in 2023, he led James M. Johnston & Associates, Inc. for over three decades. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing around $13 billion for individuals, entities, and institutional investors. The firm combines alternative investments with traditional assets through a multi-asset, manager due-diligence approach and provides a range of advisory and portfolio management services, including private fund advisory and sub-advisory relationships.

Private / alternative investments Active portfolio management Retirement income strategy General estate planning guidance Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet) Established Professionals
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Nathan S

Series 63, Series 66

Glendale, CO

AlphaCore Capital LLC

Nathan Stewart is a financial advisor at AlphaCore Capital LLC with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Quasar Distributors, Capital Advisors, E*TRADE, Wells Fargo Clearing Services, Scottrade, Merrill, and Fidelity. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing around $13 billion. The firm serves individuals, entities, institutional investors, and banking institutions, utilizing a multi-asset investment approach that includes alternative investments and portfolio management for pooled vehicles.

Private / alternative investments Active portfolio management Retirement income strategy General estate planning guidance Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet) Established Professionals
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Edward D

CFA®, Series 63

Glendale, CO

AlphaCore Capital LLC

Edward Durica III is a CFA® charterholder with 13 years of industry experience. He is currently with AlphaCore Capital LLC, where he has worked since 2023, following a 21-year tenure at Johnston & Associates, Inc. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing around $13 billion. The firm serves individual, entity, and institutional clients through a multi-asset investment approach that includes alternative investments, employing fundamental and qualitative macro analysis alongside a manager due-diligence process.

Private / alternative investments Active portfolio management Retirement income strategy General estate planning guidance Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet) Established Professionals
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Matthew W

Series 63, Series 65

Glendale, CO

AlphaCore Capital LLC

Matthew Wiles is a financial advisor at AlphaCore Capital LLC in Glendale, CO, with four years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including Bleakley Financial Group, Northwestern Mutual Investment Services, and LPL Financial. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing around $13 billion in assets. The firm serves individuals, entities, institutional investors, and banking institutions, offering financial planning, investment management, retirement plan advisory, and institutional sub-advisory services. AlphaCore emphasizes allocations to alternative investments alongside traditional assets and serves as a private fund adviser with portfolio management for pooled vehicles.

Private / alternative investments Active portfolio management Retirement income strategy General estate planning guidance Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet) Established Professionals
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