Firm Overview

Founded in 2010, the Alpha Architect mission is to empower investors through education.

We are a research-intensive asset management firm with a focus on high-conviction value and momentum factor exposures.

We seek to deliver “Affordable Alpha,” which means highly differentiated investment strategies at lower costs, thereby giving sophisticated investors a higher chance of winning, net of fees and taxes. We currently offer Exchange-Traded Funds (ETFs), Separately Managed Accounts (SMAs), and ETF White-label services.

Our core beliefs are as follows: 1) Transparency, 2) Evidence-Based Investing, 3) Systematic Decision Making, and 4) Win-Win client relationships.

The firm is based in the suburbs of Philadelphia, PA. We are a service-disabled and minority-owned firm.

Wes, Doug, and Kyle trying to get rid of the bear market

Our Story

Assets Under Management

To understand the firm’s total assets under management (without double counting the Alpha Architect ETFs), one would need to add the three elements below.

A quick explanation of our corporate structure. Empirical Finance, LLC is a holding company that owns 100% of Alpha Architect, LLC (Alpha Architect). Alpha Architect, LLC, owns 100% of Empowered Funds, LLC (ETF Architect). Alpha Architect is an advisor that provides traditional SMA advisory services and sub-advises ETFs based on intectual property developed by the Alpha Architect team. ETF Architect is an advisor focused on facilitating asset management operations but does not provide the intellectual property that drive the investment decisions. Alpha Architect contracts with ETF Architect to operate its ETF and SMA operations. Alpha Architect and ETF Architect file independent ADVs.

Alpha Architect ETF AUM ($B)

As of Date AUM
11/26/2024 5.70

These represent AA-branded ETFs advised by Empowered Funds, LLC (i.e., ETF Architect)

Alpha Architect SMA AUM ($B)

As of Date AUM
10/31/2024 0.78

These assets represent assets advised by Alpha Architect, LLC (i.e., Alpha Architect)

White-Label ETF AUM ($B)

As of Date AUM
11/26/2024 7.76

These assets represent non-AA-branded ETFs advised by Empowered Funds, LLC (i.e., ETF Architect)