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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...
Overview
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
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).
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