TrueAdvisor
TrueAdvisor
DC
DC

Daniel Conners

Alphacore Capital LLC
42 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Alphacore Capital LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
51 advisors
Number of Clients
1,457 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$3.0B

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.3M1.50%
$1.3M - $5.0M1.00%
$5M+0.75%

Fees are negotiable. Some clients may negotiate other fee arrangements, including fixed percentage or floating rate fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$20,000

Location

875 Prospect Street, Suite 315, La Jolla, CA, 92037

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2005
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Daniel is a limited partner in Sorrento Ventures venture capital firm since 1997, with no management obligations. Sorrento has maintained accounts to invest the cash in a number of their funds including Sorrento 3, the fund which Daniel has an investment.

Employment History
Current Registrations
Alphacore Capital LLC
January 2025 - Present · 1 yr 1 mo
Previous Registrations
Entrust Wealth Advisors, LLC
January 2019 - March 2025 · 6 yrs 2 mos
Entrust Wealth Advisors, LLC
November 2018 - December 2018 · 1 mo
Arete Wealth Management, LLCBroker
November 2018 - July 2020 · 1 yr 8 mos
UBS Financial Services INC.
December 2008 - November 2018 · 9 yrs 11 mos
UBS Financial Services INC.Broker
December 2008 - November 2018 · 9 yrs 11 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - December 2008 · 1 yr 8 mos
Morgan Stanley & CO. Incorporated
April 2007 - December 2008 · 1 yr 8 mos
Morgan Stanley
March 2003 - April 2007 · 4 yrs 1 mo
Morgan Stanley Dw INC.Broker
March 2003 - April 2007 · 4 yrs 1 mo
Conners Capital Management INC
January 2003 - March 2003 · 2 mos
Conners Capital Management INC
November 2002 - December 2002 · 1 mo
Round Hill Securities, INC.Broker
June 2000 - March 2003 · 2 yrs 9 mos
Vanguard CapitalBroker
November 1997 - June 2000 · 2 yrs 7 mos
Prudential Securities IncorporatedBroker
December 1994 - November 1997 · 2 yrs 11 mos
Painewebber IncorporatedBroker
November 1993 - November 1993 · 0 mos
Smith Barney INC.Broker
July 1993 - December 1994 · 1 yr 5 mos
Lehman Brothers INC.Broker
August 1984 - July 1993 · 8 yrs 11 mos
Starr Securities, INC.Broker
April 1984 - September 1984 · 5 mos
Fagenson and Company INC.Broker
October 1983 - August 1984 · 10 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.