Multi-Family OfficeRIA · CRD 144720SEC-RegisteredPrivate Fund Adviser

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Alpha Fiduciary

Arthur Doglione established Alpha Fiduciary in 2006. The firm grew from his prior role as Senior Vice President at Merrill Lynch, where he advised...

Alpha Fiduciary logo

Alpha Fiduciary

Arthur Doglione established Alpha Fiduciary in 2006. The firm grew from his prior role as Senior Vice President at Merrill Lynch, where he advised Arizona-based high-net-worth clients. Wealth origins trace directly to that advisory practice. Alpha Fiduciary allocates across hedge funds and real estate. It also holds exposure to Bitcoin ETPs and maintains positions through vehicles such as LCM Natural Gas Investment Partners LLC. The firm executes through direct advisory mandates rather than pooled fund commitments. All activity remains within North America. The firm employs four named operating principals. It maintains no disclosed additional offices beyond Scottsdale. Alpha Fiduciary acquired Leavitt Financial in 2015. No operational events from the last 24 months appear in available records. Alpha Fiduciary operates as a registered investment advisor under a fee-only structure. This removes commission incentives and aligns compensation solely with assets under management.

General information

Firm type

Multi Family Office

Year founded

2006

Location

Region

North America

Country

United States

City

Scottsdale

Corporate office

Scottsdale, AZ, United States

Principals

Arthur Doglione

President and Founder

Curtis Anderson

Managing Director

Alan Gilmore

Chief Compliance Officer

William Leavitt

Business Partner

Sector focus

Wealth ManagementPrivate EquityNatural ResourcesReal Estate

Frequently asked questions

Who runs investment decisions at Alpha Fiduciary?

Arthur T. Doglione is the Founder and President. Curtis Anderson serves as Managing Director and CFA. The firm's investment decisions are made by these principals, applying a fee-only fiduciary framework (per Altss research).

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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