Michael Crawford

Employer firm

Alphacore Capital LLC CRD 174346

$13.0B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2008 → 11/2018
  Ubs Financial Services Inc
  San Diego, CA
• 11/2018 → Present
  Entrust Wealth Advisors, Llc
  San Diego, CA
• 11/2018 → Present
  Arete Wealth Management Llc
  Chicago, IL
• 01/2025 → Present
  Alphacore Capital, Llc
  La Jolla, CA

Previous Registrations

• 2019-01-29 → 2025-03-03
  Entrust Wealth Advisors, Llc
  San Diego, CA
• 2018-11-09 → 2018-12-31
  Entrust Wealth Advisors, Llc
  San Diego, CA
• 2008-12-12 → 2018-11-20
  Ubs Financial Services Inc.
  San Diego, CA
  San Diego, CA
• 2007-04-02 → 2008-12-15
  Morgan Stanley & Co. Llc
  San Diego, CA
• 2002-09-12 → 2007-04-02
  Morgan Stanley Dw Inc.
  Rancho Sante Fe, CA
  San Diego, CA
  Rancho Santa, CA

Exams

• S66 Uniform Combined State Law Examination
  2002-09-11

Other Names

• Michael Crawford
• Michael Patrick Crawford