ALPHA ARCHITECT

Legal name: ALPHA ARCHITECT, LLC

CRD 153905File 801-71697

APPROVED

Retail clients

Filing as of Aug 25, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$13.50B

Top 10% of cohort (national)

Discretionary AUM

$13.50B

Clients

135

135 accounts

Employees

Top 10% of cohort in PA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: PLRO
Registration date: Aug 16, 2010
Principal office: SUITE 150, 3803 WEST CHESTER PIKE, NEWTOWN SQUARE, PA, 19073
Phone: +1.215.882.9983
Website: HTTPS://ALPHAARCHITECT.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $13.50B
Discretionary AUM: $13.50B
Non-discretionary AUM: $0
Discretionary accounts: 135
Non-discretionary accounts: 0
Total accounts: 135
AUM per client: $100.0M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	8	$146.9M
Investment companies	11	$12.50B
High net worth individuals	88	$789.4M
Individuals (other than high net worth individuals)	28	$62.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Other advisory activities
Portfolio management for businesses
Portfolio management for investment companies
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Mar 1, 2026	Employees	9	12	increased by3
Mar 1, 2026	Clients	133	135	increased by2
Mar 1, 2026	AUM	$7,274,779,825	$13,502,643,004	increased by$6,227,863,179
Mar 1, 2026	Accounts	172	135	decreased by37
May 1, 2025 vs Oct 1, 2022	Employees	16	9	decreased by7
May 1, 2025 vs Oct 1, 2022	Clients	238	133	decreased by105
May 1, 2025 vs Oct 1, 2022	AUM	$446,904,909	$7,274,779,825	increased by$6,827,874,916
May 1, 2025 vs Oct 1, 2022	Accounts	238	172	decreased by66
Apr 1, 2022	Employees	14	16	increased by2
Apr 1, 2022	Clients	204	238	increased by34
Apr 1, 2022	AUM	$493,642,545	$446,904,909	decreased by$46,737,636
Apr 1, 2022	Accounts	204	238	increased by34
Oct 1, 2021	Employees	10	14	increased by4
Apr 1, 2021	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “ALPHA ARCHITECT” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ALPHA ARCHITECT” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.