William Michael Swart

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

• 06/2017 → 05/2020
  Sayles Livingston Design
  Tiverton, RI
• 06/2018 → 05/2022
  Bryant University
  Smithfield, RI
• 06/2021 → 02/2022
  Gleeson's Wine And Spirits
  Little Compton, RI
• 05/2021 → 08/2021
  Brave Asset Management, Inc.
  Tiverton, RI
• 06/2022 → 07/2026
  Brave Asset Management, Inc.
  Tiverton, RI
• 08/2016 → 06/2017
  Unemployed
  Little Compton, RI
• 08/2026 → Present
  Alphacore Capital Llc
  La Jolla, CA

Previous Registrations

• 2022-11-19 → 2026-08-03
  Brave Family Advisors
  Summit, NJ
  Tiverton, RI

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-11-19

Designations

• Certified Financial Planner