CRD: 109844
Alpha Analytics Investment Group LLC
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- Custodian
- Charles Schwab & Company · Equity Trust · TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-28-2011
- Office Locations
- 1
Office Locations
About Alpha Analytics Investment Group LLC
Alpha Analytics is an independent SEC-registered RIA providing institutional-style investment management for individuals and families. The team blends academically oriented research and trading with boutique, hands-on execution, building diversified portfolios across fixed income, public funds and ETFs (with select alternatives as appropriate). Fee-only with no proprietary products, enabling conflict-free decisions and faster pivots when needed.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
ROBERT EDGAR GIPSON
Chief Executive Officer, Manager, President
- CRD
- #4377214
- Ownership
- 75% or more
JOHN PATRICK MCNALLY
Chief Compliance Officer, Vice President
- CRD
- #4380349
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $76,071,000 | $1,226,952 |
| Non-Discretionary | $177,291,000 | $1,418,328 |
| Total | $253,362,000 | $1,354,877 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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