Stephen Griffin Sikes

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

• 10/2015 → 11/2016
  Atel Investor Services
  San Francisco, CA
• 11/2016 → 11/2019
  Atel Securities Corporation
  San Francisco, CA
• 11/2019 → 08/2022
  Atel Securities Corporation
  San Francisco, CA
• 03/2023 → 11/2025
  Spc Financial, Inc.
  Rockville, MD
• 09/2022 → 03/2023
  Unemployed
  North Bethesda, MD
• 03/2023 → 09/2024
  Raymond James Financial Services, Inc.
  Rockville, MD
• 11/2025 → Present
  Alphacore Capital Llc
  La Jolla, CA

Previous Registrations

• 2025-10-17 → 2025-11-11
  Spc Financial Inc
  Rockville, MD

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-08-25
• S63 Uniform Securities Agent State Law Examination
  2017-01-06

Other Names

• Stephen G Sikes