Wilmington, DE Office

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.