CORE ALPHA, INC.
C48
CRD 119635·SEC 801-118545·ROCHESTER, NY
AUM
$146.1M
$100M-$500M
Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$438K
@ 30% margin
Est. Deal Value
$3.5M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'21 · $53.6M
'22 · $74.8M
'23 · $74.8M
'25 · $112.8M
'26 · $146.1M
'21'26
$53.6M → $146.1M▲ +172%
Operations
Advisory staff (5-yr trend)
'21 · 2 advisors
'22 · 3 advisors
'23 · 3 advisors
'25 · 3 advisors
'26 · 3 advisors
'21'26
2 advisors → 3 advisors▲ +50%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisersOther Advisory Services
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Local market & wealth
Rank targets by how wealthy the local market is
Compliance & brand
All other collected signals (19)
Everything else we've pulled for this record, not yet curated into a section.
Fdic Zip Branches Raw
The Rochester Community Savings BankRochester, NY
The Rochester Community Savings BankRochester, NY
Soi Zip Distribution
Stub 1
| AGI | 58,122 |
| Returns | 4,680 |
Stub 2
| AGI | 179,296 |
| Returns | 4,770 |
Stub 3
| AGI | 229,373 |
| Returns | 3,730 |