CRD: 109844
Alpha Analytics Investment Group LLC
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- Custodian
- Charles Schwab & Company ยท Equity Trust
- 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.
Reported data analysis
What the numbers show
Between March 27, 2025 and March 25, 2026, reported AUM increased 7.9%, from $234.7M to $253.4M.
Across 5 reported observations, AUM increased 20.4% between March 30, 2022 and March 25, 2026, from $210.4M to $253.4M.
Of the latest reported AUM, 30.0% is discretionary and 70.0% is non-discretionary.
The firm reports 2 advisory representatives and 68 clients, or 34 clients per representative. That equates to $3.7M in reported AUM per client.
The profile lists 1 reported office location and 15 years in operation. The source data was last updated on March 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
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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
SMA allocation detail is available
Alpha Analytics Investment Group LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.