We are…

  • SEC-Registered Investment Advisor

  • NFA-Registered CTA and CPO

  • 40-Act Fund Advisor (ETFs)

Our Story
Firm Overview

Our Story

Alpha Architect was founded in 2010. The firm started as a consulting firm and was eventually seeded by a multi-billion dollar family office.

The Alpha Architect mission is to empower investors through education in order to develop sustainable investors. We are a research-intensive asset management firm with a focus on high-conviction value and momentum factor exposures. More broadly, 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.

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

We currently offer our services via Exchange-Traded Funds (ETFs), Separately Managed Accounts (SMAs), and pooled vehicles. The firm is based in the suburbs of Philadelphia, PA. We are a service-disabled and minority-owned firm.

As of Date ETF AUM SMA Firm AUM
09/30/2020 516,298,721 396,461,648 912,760,370

Our Team

Team Owner/Operators (Full-Time)

Wes Gray, PhD (Bio)


Jack Vogel, PhD (Bio)


Pat Cleary (Bio)


Ryan Kirlin (Bio)

Head of Capital Markets

Team Operators (Full-Time)

Doug Pugliese (Bio)

Head of 1042 ESOP Solutions

Brandon Koepke, CFA® (Bio)

Computer Systems Analyst

Kyle Baxter (Bio)

Director, Portfolio Services

Yan Feng (Bio)

Junior Portfolio Manager

Blair Zhang (Bio)

Director, Compliance

Mike Spector (Bio)

Director of ETF Sales
Independent Broker/Dealer Channel

Strategic Team (Part-Time)

Elisabetta Basilico, PhD/CFA® (Bio)


Dave Babulak (Bio)

Strategic Advisor

Daniel Dorn, PhD (Bio)

ETF Trustee

Tommi Johnsen, PhD (Bio)


Art Johnson (Bio)

SmartBe Index Partner

Emeka Oguh (Bio)

ETF Trustee

Mike Pagano, PhD, CFA® (Bio)

ETF Trustee

Rich Shaner, CFA® (Bio)


Perth Tolle (Bio)

L+L Index Partner