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ES

Eugene B. Shepherd

ALPHACORE CAPITAL
LA JOLLA, CA 92037
CRD#: 7262856
Some features on this profile are disabled
ES
Eugene Byron ShepherdALPHACORE CAPITAL

Professional summary

Eugene Byron Shepherd, who also goes by Trey Shepherd, is a registered financial advisor currently at ALPHACORE CAPITAL LLC located in La Jolla, California.

Eugene is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Eugene has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Trey Shepherd

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eugene Byron Shepherd's CRS (Customer Relationship Summary).
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®
None

Experience

Current

June 4, 2026 - Present

ALPHACORE CAPITAL LLC

Office #1: 1200 Prospect St Suite 200, La Jolla, CA 92037Office #2: 1601 South Mopac Expressway Suite D-150, Austin, TX 75070
RIA
CRD#: 174346
LA JOLLA, CA
Past

May 19, 2023 - May 15, 2026

RAYMOND JAMES & ASSOCIATES, INC.

RIA
CRD#: 705
AUSTIN, TX
Past

May 19, 2023 - May 15, 2026

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
AUSTIN, TX
Past

April 13, 2023 - May 5, 2023

EAGLE STRATEGIES LLC

RIA
CRD#: 110826
AUSTIN, TX
Past

January 1, 2021 - May 5, 2023

NYLIFE SECURITIES LLC

BD
CRD#: 5167
AUSTIN, TX

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
(6/10/2026)
IAR
Texas
(6/4/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/31/2023
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/29/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/14/2022
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 12/31/2020
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 11/19/2020
Securities Industry Essentials Examination

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)
Loading...

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
111

SEC notice filing (46 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ALPHACORE CAPITAL FORM ADV PART 2A-FEB 2026 (2/11/2026)
ALPHACORE FORM ADV PART 2A-FEB 2026 (2/6/2026)

Regulatory assets under management

Total Number of Accounts11,152
AUM (Assets Under Management)$ 9,028,614,790

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/28/2025
Cover Page
Report

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.

Company Information

ALPHACORE CAPITAL LLC

CRD#: 174346La Jolla, CA 92037

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