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Trevor M. Callan
ALPHACORE CAPITAL LLC
La Jolla, CA 92037
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CRD#: 2280106
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Professional summary
Trevor Michael Callan, CIMA®, CPWA® is a registered financial advisor currently at ALPHACORE CAPITAL LLC located in La Jolla, California.
Trevor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Trevor has worked at 5 firms and has passed the Series 65, Series 63, Series 31 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
As of 12/26/2019 Trevor Callan began serving as a member of Praxis Solutions' advisory board. Trevor usually spends approximately 5 hours per month as an advisory board member performing duties that include but are not limited to; attending Advisory board meetings, providing advice and feedback on management, research, operations and best practices. Praxis Solutions is investment-related. Praxis Solutions 6450 Lusk Blvd, Suite E208 San Diego, CA 92121 As of May 2016, Trevor Callan began serving as a partner of the entity TriCal LLC. TriCal was formed to hold investments for its partners. TriCal currently holds 5% profit's interest in Alternative Fund Advisors LLC. and Mr. Callan spends 0 hours per month working on TriCal. TriCal is investment-related. 5932 Avenida Chamnez San Diego, CA 92037 As of May, 2023 Trevor Callan serves as a consultant for Alternative Fund Advisors, LLC (AFA LLC.) This involvement takes approximately 5 hours of his time monthly. Mr. Callan's involvement is investment-related. Alternative Fund Advisors, LLC 101 Federal Street, Suite 1900 Boston, MA 02110 As of September 2022, Trevor Callan serves as the President and Secretary of CalQuest, LLC. CalQuest is a private real estate company. CalQuest takes approximately 20 hours of Mr. Callan's time monthly. CalQuest is investment-related. 112 N Curry Street Carson City, NV 89703
CRS (Client Relationship Summary) - RIA
Click below to view Trevor Michael Callan's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CPWA®
Start date: 2013-11-26
Expire date: 2023-06-30
Experience
Current
April 17, 2025 - Present
ALPHACORE CAPITAL LLC
Office #1: 1250 Prospect St Ste 01, La Jolla, CA 92037RIA
CRD#: 174346
La Jolla, CA
Past
January 12, 2007 - May 15, 2025
CALLAN CAPITAL, LLC
RIA
CRD#: 142527
LA JOLLA, CA
Past
September 30, 1994 - January 17, 2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
LA JOLLA, CA
Past
May 19, 1994 - January 17, 2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
LA JOLLA, CA
Past
July 31, 1993 - September 20, 1993
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
NEW YORK, NY
Past
September 23, 1992 - July 31, 1993
LEHMAN BROTHERS INC.
BD
CRD#: 7506
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AC
ALPHACORE CAPITAL LLC
ALPHACORE CAPITAL LLC | ALPHACORE WEALTH ADVISORY | ALPHACORE WEALTH ADVISORS
CRD#: 174346 / SEC#: 801-108468
RIA
Registered Investment Advisory firm - (9/28/2016 Approved)California
Registered Investment Advisory firm - (11/9/2016 Terminated)Illinois
Registered Investment Advisory firm - (9/28/2016 Terminated)Indiana
Registered Investment Advisory firm - (10/13/2016 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(4/17/2025)
IAR
Texas(4/17/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
AC
ALPHACORE CAPITAL LLC
ALPHACORE CAPITAL LLC | ALPHACORE WEALTH ADVISORY | ALPHACORE WEALTH ADVISORS
CRD#: 174346 / SEC#: 801-108468
RIA
Registered Investment Advisory firm - (9/28/2016 Approved)California
Registered Investment Advisory firm - (11/9/2016 Terminated)Illinois
Registered Investment Advisory firm - (9/28/2016 Terminated)Indiana
Registered Investment Advisory firm - (10/13/2016 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1200 Prospect St Suite 200, La Jolla, CA 92037
Mailing Address
Phone number
(858) 875-4100
Established
Firm type
Fiscal year end
# of Employees
71
SEC notice filing (46 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,249 |
| AUM (Assets Under Management) | $ 6,060,926,747 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2025 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
