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Alpha Fiduciary
Alpha Fiduciary is a Scottsdale-based fee-only wealth advisory firm founded by Arthur T.
Alpha Fiduciary
Alpha_Fiduciary is an SEC-registered investment adviser in Scottsdale, AZ, registered since 2007. The firm manages approximately $114 million in regulatory assets. It has 4 employees and 2 investment advisers.
General information
Firm type
Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Scottsdale
Corporate office
Scottsdale, AZ, United States
Principals
Arthur T. Doglione
Founder and President
Curtis Anderson
Managing Director and CFA
William Leavitt
Founder of Leavitt Capital Management (acquired by Alpha Fiduciary)
Patrick Lawlor
Former President
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).
How does Alpha Fiduciary source proprietary deal flow?
The firm gains exposure through vehicles like Markley Partners LLC for real estate and LCM Natural Gas Investment Partners for natural resources. Deal flow likely originates from the principals' networks, including the acquisition of Leavitt Capital Management (per Altss research).
Is Alpha Fiduciary structured as a single family office or does it operate more like a wealth management firm?
Alpha Fiduciary operates as a fee-only RIA that serves multiple families, though its classified as a Family Office (Unspecified). It functions like a multi-family office with additional direct asset holdings through affiliated entities (per Altss research).
What investment stages does Alpha Fiduciary typically target?
The firm focuses on private equity and direct asset investing, including natural resources (timber, water, natural gas) and real estate, rather than venture capital or public equities. There is no evidence of an early-stage focus (per Altss research).
Which sectors does Alpha Fiduciary explicitly avoid?
Publicly available information does not list sectors the firm avoids. Its disclosed holdings concentrate on natural resources and real estate, suggesting avoidance of technology, healthcare, and financial companies (per Altss research).
How is Alpha Fiduciary related to Markley Partners?
Markley Partners LLC appears to be an Alpha Fiduciary-affiliated entity that holds mixed-use real estate in Scottsdale, Arizona. It may serve as the firm's operating company or a separate investment vehicle (per Altss research).
Does Alpha Fiduciary maintain philanthropic structures?
No philanthropic foundations or charitable arms are associated with the firm in public sources. The firm's website and Altss research record do not mention any (per Altss research).
Profile maintained by Altss 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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