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Alpha Fiduciary

Alpha Fiduciary. CRD 144720

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CRD: 144720

Alpha Fiduciary

Scottsdale, AZ, 85255
4805054033
www.alphafiduciary.com
$114.0M Total AUM
$114.0M Disc. AUM
-8.4% 3Y CAGR
4 Employees
105 ADV. Clients
18 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Equity Trust · Merrill Lynch · National Advisors Trust
Clients
Retail and Institutional
Platforms
Insight
Established Date
08-02-2007
Office Locations
1

Office Locations

20645 N. Pima Road Suite N-225 Scottsdale AZ

About Alpha Fiduciary

Alpha Fiduciary is a Scottsdale-based, fee-only fiduciary wealth management firm focused on high-net-worth individuals and families. The team delivers total wealth management that integrates financial planning, investment management, trust/wealth transfer planning, retirement solutions, and “second opinion” reviews to help simplify complex financial lives. Investment portfolios may use ETFs and other vehicles, and the firm publishes market and portfolio insights for clients.

Team overview

57 AVG AGE
$57.0M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
12.5 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
18yrs Firm Age

Insights

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Asset Classes

Oak Quantum timber Element alpha Wave Optima timber Zenith glacier Capital

Client Personas

Capital insight Timber eagle

Custodian

Quantum Unison capital Optima Vertex focus Fusion North Wave Timber Summit bridge Radial Harbor momentum Vector focus

Fund Managers

Radial

Investment Themes

Pioneer insight Wave Alpha timber Pioneer Glacier

Investment Vehicles

North horizon Atlas Insight

Platform

Frontier

Services

Pioneer matrix Catalyst ridge Atlas Timber vital Vector Wave Ridge meridian Matrix zenith Foundation vital

Technology

Signal capital

Owner & Executives

A

ARTHUR TODD DOGLIONE

Managing Member, President

CRD
#1794772
Ownership
75% or more
(325) 896-3916
unison.focus@quantumcapital.com
in linkedin.com/in/value-delta
W

WALTER ALAN GILMORE

Chief Compliance Officer

CRD
#1996728
Ownership
Less than 5%
(335) 623-3617
signal.crest@fusioncapital.com
in linkedin.com/in/foundation-radial

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Contacts

C

CURTIS JAY ANDERSON

Portfolio Manager

CRD
#2210739
(700) 428-6974
bridge.beacon@primecapital.com
in linkedin.com/in/catalyst-element

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
07-28-2022
11-13-2023
03-29-2024
12-01-2025
04-24-2026
Category Assets AVG. Account size
Discretionary $113,992,108 $518,146
Non-Discretionary $0 --
Total $113,992,108 $518,146

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Separately Managed Accounts

Total SMA Asset: $72,170,878

$72.2M Total SMA
Public Funds:
29.9%
Equity - Exchange:
26.4%
Private Funds:
28.4%
Cash:
15.3%
Asset class Assets Assets %
Public Funds $1,392,736,080 29.9%
Equity - Exchange $1,229,706,773 26.4%
Private Funds $1,322,866,377 28.4%
Cash $712,670,969 15.3%
Total $4,657,980,199 100.0%

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