Chief Operating Officer · Alphacore Capital LLC
Brian L. Habas
CRD 3009436 · Named on Form ADV at one SEC-registered adviser
At a glance
Alphacore Capital LLC, an SEC-registered wealth manager based in La Jolla, CA with $13.0 billion in regulatory assets, lists Brian L. Habas on its Form ADV as Chief Operating Officer, a control person.
Firms and roles
- Alphacore Capital LLCChief Operating OfficerWealth manager · La Jolla, CA · $13B in regulatory assets
AtlasMembers
Brian’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Eric M. GersterChief Investment Officer, Alphacore Capital LLC
- Richard G. PfisterChief Executive Officer, President, Managing Member, Alphacore Capital LLC
- Natalie T. RobertsChief Compliance Officer, Alphacore Capital LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brian’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.