Brennan D. Cobb
ALPHACORE CAPITAL LLC
San Diego, CA 92130
Some features on this profile are disabled
CRD#: 7214910
Professional summary
Brennan D Cobb, CFP® is a registered financial advisor currently at ALPHACORE CAPITAL LLC located in San Diego, California.
Brennan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Brennan has worked at 2 firms and has passed the Series 65 exam.
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.
Mr. Cobb is dually registered with AlphaCore as a Wealth Advisor and enTrust Wealth Advisors, LLC to facilitate a transition of employment and client agreements from enTrust to AlphaCore. Until the closing (anticipated January 30th, 2025) Mr. Cobb will be working full time joint servicing clients on behalf of both registered investment advisory firms to complete the transition (investment related).
CRS (Client Relationship Summary) - RIA
Click below to view Brennan D Cobb'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®
CFP®
Start date: 2023
Experience
Current
January 16, 2025 - Present
ALPHACORE CAPITAL LLC
Office #1: 12760 High Bluff Drive Suite 110, San Diego, CA 92130RIA
CRD#: 174346
San Diego, CA
Past
June 16, 2021 - March 3, 2025
ENTRUST WEALTH ADVISORS, LLC
RIA
CRD#: 299040
SAN DIEGO, CA
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(1/16/2025)
IAR
Texas(1/16/2025)
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
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
