Brandon M. Bol
ALPHACORE CAPITAL LLC | Financial Planner & Wealth Advisor
San Diego, CA 92130
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CRD#: 7282032
Professional summary
Brandon Michael Bol, CFP® is a registered financial advisor currently at ALPHACORE CAPITAL LLC located in San Diego, California.
Brandon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Brandon has worked at 3 firms .
Biography
Brandon has been with HoyleCohen since 2016, serving in several capacities. In his advisory role, Brandon facilitates ongoing wealth management services for the firm’s clients. His areas of expertise include financial planning & portfolio management, as well as tax & estate planning. Brandon works closely with clients to develop tailored strategies and foster a collaborative experience. In addition to working with clients, Brandon chairs the Portfolio Oversight Subcommittee, which is tasked with assessing & monitoring client portfolio allocations, tax management, risk, and execution of trades across the firm. He also sits on the firm’s Investment Committee.
Brandon received his Bachelor of Business Administration in Finance, and a Master of Science in Finance from the University of San Diego, graduating from both with honors. He holds the Certified Financial Planner™ (CFP®) professional designation and is an active member of the Financial Planning Association’s San Diego chapter.
In his spare time, Brandon enjoys playing golf & pickleball, taking his dog Apollo for a walk on the beach, or simply spending time with friends and family.
Question & Answer
What are your service offerings?
Employee and Employer Plan Ben...
Retirement Planning
Investment Planning
Estate Planning
Comprehensive Financial Planni...
Tax Planning
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.
HP APOLLO HOLDINGS LLC; NON-INVESTMENT RELATED; OWNER/LANDLORD; RENTAL PROPERTY; 10/25/2024; 4 HOURS PER MONTH; ZERO HOURS DURING TRADING HOURS,
CRS (Client Relationship Summary) - RIA
Click below to view Brandon Michael Bol'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: 2019
Experience
Current
June 2, 2025 - Present
ALPHACORE CAPITAL LLC
Office #1: 12760 High Bluff Drive Suite 110, San Diego, CA 92130RIA
CRD#: 174346
San Diego, CA
Past
September 3, 2024 - May 27, 2025
FOCUS PARTNERS WEALTH, LLC
RIA
CRD#: 159289
San Diego, CA
Past
July 28, 2020 - November 21, 2024
HOYLECOHEN, LLC
RIA
CRD#: 141125
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(6/2/2025)
Exams
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.
