Alpha Architect

RIASEC Registered
Total AUM
$13.5B
Discretionary
$13.5B
100% of AUM
Avg account
$100M
Accounts
135
Employees
12
Advisory reps
5

Firm details

Headquarters
Newtown Square, Pennsylvania
CRD number
153905
Registered since
August 16, 2010
Website
alphaarchitect.com
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Investment Companies92.6%
  • HNWI5.85%
  • Corporations / Businesses1.09%
  • Individuals0.47%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Alpha Architect LLC is an institutional registered investment adviser that the SEC registered in 2010. The firm functions as a capital allocator and provides portfolio management across client types, including individual and family clients as well as institutional investors. Its advisory services cover separate account management for individuals and small businesses, management for investment companies, and portfolio oversight for businesses or institutions. Alpha Architect lists CPO/CTA activity among its business operations and charges clients via a mix of percentage-of-AUM and fixed-fee arrangements. The firm does not identify itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 89%, Derivatives 4%, Public Funds/Mutual Funds 4%, Cash & Cash Equivalents 3%89%
  • Exchange Traded Equities89%
  • Derivatives4%
  • Public Funds/Mutual Funds4%
  • Cash & Cash Equivalents3%

Owners & executives

2 of 2
  • Wesley Gray

    Wesley Gray

    CIO & CEOCRD 4233964

  • John Vogel

    John Vogel

    CFO & CIOCRD 5572973

Contacts

3 of 3
  • Richard Baxter

    Richard Baxter

    Director of PortfolioCRD 6742546

  • Sebastian Pugliese

    Sebastian Pugliese

    Head of StrategyCRD 2777267

  • Erik Chavez

    Erik Chavez

    DirectorCRD 5032823

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Newtown Square, PA

Delaware

Location

Newtown Square, PA

Headquartered in Newtown Square, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Delaware
Address
W West Chester Pike
Time zone
ET (UTC-5)
Office locations

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