This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=3.0

Regulatory AUM

$146MItem 5.F on the latest filing (2026-03-24); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$124M

Private client RAUM

$146MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$48.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

3

Advisory employees

3

Offices

0Schedule D 1.F, beyond the principal office

Accounts

858

Individual clients

321

High net worth clients

0

SEC number

801-118545

CRD

119635

Filings on the tape

24

First filed

Mar 27, 2020

Latest filed

Mar 24, 2026

Organised

Corporation, NY

• Occurred

  Mar 27, 2020
  First Form ADV filing

  Core Alpha, Inc. filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c621a4cf-e834-edba-1bb8-a41de13885c5

First observed

Mar 27, 2020

Last observed

Mar 24, 2026 5 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.