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ALPHA ARCHITECT
Legal name: ALPHA ARCHITECT, LLC
CRD 153905File 801-71697
APPROVED
Retail clients
Filing as of Jun 15, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$13.50B
Top 10% of cohort (national)
Discretionary AUM
$13.50B
Clients
135
135 accounts
Employees
12
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
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.