Data / Investment advisers / Pennsylvania / Alpha Architect
Alpha Architect, Newtown Square, PA: $13.5 billion AUM, SEC registered investment adviser
Alpha Architect is an SEC registered investment adviser with its main office in Newtown Square, Pennsylvania and reports $13.5 billion in regulatory assets under management in its Form ADV filed August 25, 2026. Its clients include investment companies, high net worth individuals and corporations and other businesses. It is paid through a percentage of assets under management and fixed fees.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 153905
- SEC file number
- 801-71697
- SEC status
- Approved, effective August 16, 2010
- Legal name
- Alpha Architect, LLC
- Main office
- Suite 150 3803 West Chester Pike, Newtown Square, PA 19073
- Phone
- (215) 882-9983
- Regulatory AUM
- $13,502,643,004 in the Form ADV filed August 25, 2026
- Discretionary AUM
- $13,502,643,004
- Accounts
- 135
- Employees
- 12, of which 5 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 25, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 11 | $12.50 billion |
| High net worth individuals | 88 | $789.4 million |
| Corporations or other businesses | 8 | $146.9 million |
| Individuals (other than high net worth individuals) | 28 | $62.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $13.50 billion | February 10, 2026 |
| December 1, 2025 | $7.27 billion | August 12, 2025 |
Other advisers in Newtown Square
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| ETF Architect | Newtown Square | $29.74 billion | Not listed | adviserinfo.sec.gov |
| Graham Partners, LLC | Newtown Square | $5.00 billion | 32 | adviserinfo.sec.gov |
| Logan Capital Management, Inc. | Newtown Square | $3.10 billion | Not listed | adviserinfo.sec.gov |
| Newsquare Capital, LLC | Newtown Square | $2.39 billion | Not listed | adviserinfo.sec.gov |
| Equus Capital Partners, LTD. | Newtown Square | $1.74 billion | 9 | adviserinfo.sec.gov |
| Concentus Wealth Advisors | Newtown Square | $1.08 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Newtown Square, PA
- Investment advisers in Pennsylvania
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving investment companies
- Advisers serving high net worth individuals
- Alpha Architect on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.