NEWTOWN SQUARE, PACRD 153905Latest ADV February 10, 2026
Alpha Architect is an SEC registered investment adviser organized as a limited liability company with a primary office location in Newtown Square, PA. Its latest Form ADV filing, dated February 10, 2026, reports $13.5B in regulatory assets under management, 12 employees, and 135 accounts.
Assets Under Management
$13.5B
Employees
12
Offices
--
Total Clients
135
Primary office
NEWTOWN SQUARE, PA
SUITE 150, 3803 WEST CHESTER PIKE, NEWTOWN SQUARE, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 65.2% of total clients.
Top client categories% of clientsClients
1
HNWI
65.2%
88
2
Individuals
20.7%
28
3
Investment Cos.
8.1%
11
4
Corporations
5.9%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$13.5Bas of February 10, 2026
Discretionary100.0%
$13.5B
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.
Total AUM$13.5B
Total Accounts135
10Y AUM Change+$13.2B (+5113.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee11:1
10Y Employee Change+3 (+33.3%)
* 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.