Alpha Architect
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
FINTRXOverview
Alpha Architect is an independent registered investment adviser organized as a limited liability company and SEC-registered since 2010. The firm serves both individual and family clients as well as institutional investors and presents itself as a capital allocator. Its business mix includes portfolio management across individuals/small businesses, investment companies, and other institutions, and the firm lists CPO/CTA activity among its business activities. Fee arrangements include both percentage-of-AUM and fixed-fee structures. Alpha Architect does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities89%
- Derivatives4%
- Public Funds/Mutual Funds4%
- Cash & Cash Equivalents3%
Owners & executives
2 of 2
John Vogel
CFO & CIOCRD 5572973
Wesley Gray
CIO & CEOCRD 4233964
Contacts
3 of 3
Richard Baxter
Director of PortfolioCRD 6742546
Sebastian Pugliese
Head of StrategyCRD 2777267
Erik Chavez
DirectorCRD 5032823
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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