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KK
CFP
KK
CFP

Kyle Kraus

Alphacore Capital LLC
24 Years of Experience
La Jolla, CA
1 Disclosure
View SEC Summary
View SEC Summary

Kyle Kraus is a CFP-designated registered investment advisor at Alphacore Capital LLC, based in La Jolla, CA, with 24 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 4,065 clients with $13B in assets under management.

Alphacore Capital LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
64 advisors
Number of Clients
4,065 clients
Average Client Portfolio
$3.2M average
Assets Under Management
$13.0B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.3M1.50%
$1.3M - $5.0M1.00%
$5M+0.75%

Fees are negotiable based on client type, relationship complexity, and total family assets. Some clients may have different fee arrangements, such as fixed percentage or floating rate schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1200 Prospect St, Suite 200, La Jolla, CA, 92037

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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
June 2018
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Alphacore Capital LLC
May 2024 - Present · 2 yrs 5 mos
Previous Registrations
Corient
May 2023 - May 2024 · 1 yr
Financial Engines Advisors L.L.C.
November 2019 - April 2023 · 3 yrs 5 mos
Vanguard Advisers, INC.
November 2016 - May 2019 · 2 yrs 6 mos
Vanguard Marketing CorporationBroker
November 2016 - May 2019 · 2 yrs 6 mos
Ameriprise Financial Services, INC.
April 2016 - October 2016 · 6 mos
Ameriprise Financial Services, INC.Broker
March 2016 - October 2016 · 7 mos
Wells Fargo Advisors, LLC
June 2015 - March 2016 · 9 mos
Wells Fargo Advisors, LLCBroker
April 2015 - March 2016 · 11 mos
Princor Financial Services Corporation
May 2014 - March 2015 · 10 mos
Princor Financial Services CorporationBroker
November 2013 - March 2015 · 1 yr 4 mos
Schwab Private Client Investment Advisory, INC.
January 2012 - December 2013 · 1 yr 11 mos
Charles Schwab & CO., INC.
October 2008 - December 2011 · 3 yrs 2 mos
Charles Schwab & CO., INC.Broker
October 2008 - December 2013 · 5 yrs 2 mos
Chase Investment Services CORP.
May 2008 - August 2008 · 3 mos
Chase Investment Services CORP.Broker
April 2008 - August 2008 · 4 mos
Applied Strategies and Counsel, INC.
October 2006 - November 2007 · 1 yr 1 mo
Brandes Investment Partners, LP
May 2002 - August 2006 · 4 yrs 3 mos
TD Waterhouse Investor Services, INC.Broker
December 1999 - April 2001 · 1 yr 4 mos
State Registrations1 state
CA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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Kyle Kraus - Financial Advisor | TrueAdvisor