ALPHA ARCHITECT

Overview

Alpha Architect is an independent investment adviser organized as a limited liability company and registered with the SEC since 2010. The firm acts as a capital allocator and provides portfolio management for individuals, families and institutional clients. Fee arrangements include percentage-of-AUM and fixed-fee mandates. Filings identify the firm as a CPO or CTA, indicating involvement with commodity-pool or managed-futures structures in addition to traditional advisory activities. The firm's public filings show a clear tilt toward exchange-traded instruments: exchange-traded equities and ETFs are the primary vehicle for client exposure. Alpha Architect also uses pooled vehicles and external managers for certain strategies and allocates to mutual funds where appropriate. The adviser does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices