Alpha Fiduciary is an SEC registered investment adviser organized as a corporation with a primary office location in Scottsdale, AZ. Its latest Form ADV filing, dated April 24, 2026, reports $114M in regulatory assets under management, 4 employees, and 220 accounts.
Assets Under Management
$114M
Employees
4
Offices
--
Total Clients
105
Primary office
SCOTTSDALE, AZ
20645 N. PIMA ROAD, SUITE N-225, SCOTTSDALE, AZ, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 54.3% of total clients.
Top client categories% of clientsClients
1
Individuals
54.3%
57
2
HNWI
32.4%
34
3
Pooled Investment Vehicles
12.4%
13
4
Investment Cos.
1.0%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$114Mas of April 24, 2026
Discretionary100.0%
$114M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$114M
Total Accounts220
10Y AUM Change$-507M (-81.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee26:1
10Y Employee Change-4 (-50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.