CORE ALPHA, INC.
CRD #119635 SEC #801-118545 ROCHESTER, NY 585-235-3600
SEC Registered Broker-Dealer
Total AUM
$112.8M
Discretionary
$98.3M
Employees
4
Clients
251
Accounts
761
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $112.8M | $98.3M | $14.5M | 4 | 0 |
| Jan 2025 | $112.8M | $98.3M | $14.5M | 4 | 0 |
| Jan 2024 | $94.5M | $79.8M | $14.7M | 4 | 0 |
| Jul 2023 | $72.6M | $60.9M | $11.7M | 4 | 0 |
| Feb 2023 | $72.6M | $60.9M | $11.7M | 4 | 0 |
| Nov 2022 | $74.8M | $64M | $10.8M | 4 | 0 |
| Nov 2022 | $74.8M | $64M | $10.8M | 4 | 0 |
| Oct 2022 | $74.8M | $64M | $10.8M | 4 | 0 |
| Mar 2022 | $74.8M | $64M | $10.8M | 4 | 0 |
| Feb 2022 | $74.8M | $64M | $10.8M | 4 | 0 |
| Jan 2022 | $66.3M | $54.2M | $12.1M | 4 | 0 |
| Oct 2021 | $66.3M | $54.2M | $12.1M | 4 | 0 |
| Aug 2021 | $66.3M | $54.2M | $12.1M | 4 | 0 |
| Jul 2021 | $66.3M | $54.2M | $12.1M | 4 | 0 |
| Jul 2021 | $66.3M | $54.2M | $12.1M | 4 | 0 |
| May 2021 | $66.3M | $54.2M | $12.1M | 3 | 0 |
| Apr 2021 | $66.3M | $54.2M | $12.1M | 3 | 0 |
| Mar 2021 | $66.3M | $54.2M | $12.1M | 3 | 0 |
| Mar 2021 | $66.3M | $54.2M | $12.1M | 3 | 0 |
| Jun 2020 | $53.6M | $42.1M | $11.5M | 3 | 304 |
| Apr 2020 | $53.6M | $42.1M | $11.5M | 3 | 304 |
| Mar 2020 | $53.6M | $42.1M | $11.5M | 3 | 304 |
DateJun 2025
Total AUM$112.8M
Discretionary$98.3M
Non-Disc.$14.5M
Employees4
Clients0
DateJan 2025
Total AUM$112.8M
Discretionary$98.3M
Non-Disc.$14.5M
Employees4
Clients0
DateJan 2024
Total AUM$94.5M
Discretionary$79.8M
Non-Disc.$14.7M
Employees4
Clients0
DateJul 2023
Total AUM$72.6M
Discretionary$60.9M
Non-Disc.$11.7M
Employees4
Clients0
DateFeb 2023
Total AUM$72.6M
Discretionary$60.9M
Non-Disc.$11.7M
Employees4
Clients0
DateNov 2022
Total AUM$74.8M
Discretionary$64M
Non-Disc.$10.8M
Employees4
Clients0
DateNov 2022
Total AUM$74.8M
Discretionary$64M
Non-Disc.$10.8M
Employees4
Clients0
DateOct 2022
Total AUM$74.8M
Discretionary$64M
Non-Disc.$10.8M
Employees4
Clients0
DateMar 2022
Total AUM$74.8M
Discretionary$64M
Non-Disc.$10.8M
Employees4
Clients0
DateFeb 2022
Total AUM$74.8M
Discretionary$64M
Non-Disc.$10.8M
Employees4
Clients0
DateJan 2022
Total AUM$66.3M
Discretionary$54.2M
Non-Disc.$12.1M
Employees4
Clients0
DateOct 2021
Total AUM$66.3M
Discretionary$54.2M
Non-Disc.$12.1M
Employees4
Clients0
DateAug 2021
Total AUM$66.3M
Discretionary$54.2M
Non-Disc.$12.1M
Employees4
Clients0
DateJul 2021
Total AUM$66.3M
Discretionary$54.2M
Non-Disc.$12.1M
Employees4
Clients0
DateJul 2021
Total AUM$66.3M
Discretionary$54.2M
Non-Disc.$12.1M
Employees4
Clients0
DateMay 2021
Total AUM$66.3M
Discretionary$54.2M
Non-Disc.$12.1M
Employees3
Clients0
DateApr 2021
Total AUM$66.3M
Discretionary$54.2M
Non-Disc.$12.1M
Employees3
Clients0
DateMar 2021
Total AUM$66.3M
Discretionary$54.2M
Non-Disc.$12.1M
Employees3
Clients0
DateMar 2021
Total AUM$66.3M
Discretionary$54.2M
Non-Disc.$12.1M
Employees3
Clients0
DateJun 2020
Total AUM$53.6M
Discretionary$42.1M
Non-Disc.$11.5M
Employees3
Clients304
DateApr 2020
Total AUM$53.6M
Discretionary$42.1M
Non-Disc.$11.5M
Employees3
Clients304
DateMar 2020
Total AUM$53.6M
Discretionary$42.1M
Non-Disc.$11.5M
Employees3
Clients304