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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
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).
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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