Acquisition · Adviser / wealth-management
SPC Financial
Transaction overview
Reported joined
Exact closing date not established.
AlphaCore announced its acquisition of SPC Financial, a wealth advisory and tax services firm in Rockville, Maryland. A later company webpage states that SPC has joined AlphaCore.
Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.
Source evidence
- AlphaCore announces acquisition of SPC Financial ↗
AlphaCore Wealth Advisory · Published Oct 21, 2025
Announces the SPC transaction with an expected fourth-quarter closing. Separately describes Callan as an acquisition earlier that year.
- SPC Financial has joined AlphaCore ↗
AlphaCore Wealth Advisory · Publication date not stated
The undated page states that SPC has joined AlphaCore. Its retrieval date is not a closing date.
- AlphaCore Wealth Advisory Strengthens National Platform Through Acquisition of SPC Financial, Deepening Tax-Integrated Wealth Planning Service Capabilities ↗
AlphaCore Wealth Advisory · Published Oct 21, 2025
The release announced AlphaCore's acquisition of SPC Financial and used future-tense at-closing language. The page disclosure identifies AlphaCore as AlphaCore Capital LLC, doing business as AlphaCore Wealth Advisory.