$48.5M Total AUM
$48.5M Disc. AUM
-- 3Y CAGR
1 Employees
30 ADV. Clients
13 yrs Firm Age
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- Custodian
- Capital Group ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- GlacierCatalyst focus +more
- Established Date
- 10-01-2012
- Office Locations
- 1
Office Locations
-- Georgetown TX
About Alphaglider LLC
AlphaGlider is a Texas-based RIA that manages low-cost, fully diversified, actively managed investment strategies built primarily with ETFs for retail investors across the U.S. The firm emphasizes reducing fee and tax drag while pursuing strong performance, and it publishes regular CIO commentary and investor education content.
Team overview
-- AVG AGE
$48.5M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
13.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Zenith Ridge Capital vertex Harbor Harbor Peak ember
Client Personas
Pioneer wave
Custodian
Ember bridge Insight frontier Beacon atlas Ember wave Zenith vertex Vertex beacon Harbor Eagle harbor Optima harbor Summit
Fund Managers
North
Investment Themes
Legacy crest Catalyst Summit eagle Foundation Legacy Signal
Investment Vehicles
Vertex Ridge insight
Services
Foundation value Pathway Frontier Optima momentum North North peak Fusion Pathway quantum Horizon pioneer Oak catalyst
Technology
Crest Zenith Focus momentum Catalyst harbor
Owner & Executives
D
DOUGLAS ALAN KIRKPATRICK
Chief Compliance Officer, Chief Investment Officer
- CRD
- #5239924
- Ownership
- 75% or more
(234) 940-8988
insight.ridge@ridgecapital.com
in linkedin.com/in/atlas-timber
C
CAROLYN CHARLOTTE KIRKPATRICK
Education Consultant, Managing Member
- CRD
- --
- Ownership
- 5% but less than 10%
(784) 842-6340
vital.meridian@capitalcapital.com
in linkedin.com/in/foundation-crest
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $48,465,476 | -- |
| Non-Discretionary | $0 | -- |
| Total | $48,465,476 | -- |
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Separately Managed Accounts
Total SMA Asset: $48,465,476
Equity - Exchange:
23.0% Public Funds:
46.5% Cash:
30.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $624,257,873 | 23.0% |
| Public Funds | $1,262,086,569 | 46.5% |
| Cash | $827,820,223 | 30.5% |
| Total | $2,714,164,665 | 100.0% |