# Alpha Architect

> Alpha Architect is an SEC-registered investment advisory firm in Newtown Square, PA, registered since 2010, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated August 25, 2026.

- CRD: 153905
- Filed as: ALPHA ARCHITECT
- Legal name: Alpha Architect, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Newtown Square, PA
- Filing period: October 2026
- Form ADV filing dated: August 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/153905
- AdvisorCensus page: https://advisorcensus.com/firm/alpha-architect-newtown-square-pa-153905

## Quick answers

**How is Alpha Architect compensated?**
On its Form ADV (Item 5.E, October 2026), Alpha Architect reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Alpha Architect located?**
Alpha Architect's principal office is in Newtown Square, PA, according to its Form ADV.

**Is Alpha Architect registered with the SEC or a state?**
Alpha Architect is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 153905.

**How much does Alpha Architect manage?**
Alpha Architect reports $13,502,643,004 in regulatory assets under management in its Form ADV filing dated August 25, 2026 (100% discretionary).

**How have Alpha Architect's assets and staff changed since 2021?**
In the Form ADV data for Alpha Architect: Regulatory assets under management: $493,642,545 in the October 2021 data and $13,502,643,004 in the October 2026 data, up 2635%. Total employees: 14 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Alpha Architect serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (88); individuals (other than high net worth individuals) (28); investment companies (11).

**Which custodians does Alpha Architect use?**
Alpha Architect's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Interactive Brokers LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Alpha Architect report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/153905

**What changed in Alpha Architect's recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 4 to 5. Regulatory assets under management went from $7,274,779,825 to $13,502,643,004 (+86%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Interactive Brokers LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $13,502,643,004
- Discretionary: $13,502,643,004
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 28 | $62,814,478 |
| High net worth individuals | 88 | $789,353,245 |
| Investment companies | 11 | $12,503,548,134 |
| Corporations or other businesses not listed above | 8 | $146,927,147 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other

### Firm details
- Registered since: 2010 (16 years)
- Employees: 12 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, LA, NH, NY, PA, PR, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- alphaarchitect.com
- LinkedIn @ALPHAARCHITECTLLC
- X @ALPHAARCHITECT
- YouTube @ALPHAARCHITECT

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $493,642,545 | 14 | September 10, 2021 |
| October 2022 | $446,904,909 | 16 | March 31, 2022 |
| October 2023 | $482,854,802 | 19 | August 17, 2023 |
| October 2024 | $711,692,830 | 9 | March 29, 2024 |
| October 2025 | $7,274,779,825 | 9 | March 27, 2025 |
| October 2026 | $13,502,643,004 | 12 | August 25, 2026 |

Regulatory assets under management: $493,642,545 in the October 2021 data and $13,502,643,004 in the October 2026 data, up 2635%.
Total employees: 14 in October 2021 and 12 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 4 to 5.
- Regulatory assets under management went from $7,274,779,825 to $13,502,643,004 (+86%).

### January 2026
- No longer registered or notice-filed in GA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Alpha Architect (CRD 153905): Form ADV filing data as of October 2026.