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 SEC-registered limited liability company that acts as a capital allocator and adviser to both individual/family and institutional clients. The firm has been registered with the SEC since 2010 and bills clients via a mix of percentage-of-assets and fixed-fee arrangements. Regulatory disclosures identify the firm as engaging in CPO/CTA activities, and its advisory services include portfolio management for individuals and small businesses, investment companies, and other business or institutional clients. The firm is not identified as an active ESG investor in the available data.
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
Wesley Gray
CIO & CEOCRD 4233964
John Vogel
CFO & CIOCRD 5572973
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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