ALPHA FIDUCIARY, INC.
Legal name: ALPHA FIDUCIARY
CRD #144720 SEC #801-68218 SCOTTSDALE, AZ 480-505-4033
SEC Registered Private Funds
Total AUM
$109.1M
Discretionary
$108.7M
Employees
4
Clients
11
Accounts
260
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $109.1M | $108.7M | $425.3K | 4 | 0 |
| Apr 2025 | $109.1M | $108.7M | $425.3K | 4 | 0 |
| Apr 2025 | $109.1M | $108.7M | $425.3K | 4 | 0 |
| Mar 2024 | $123.5M | $123.1M | $370.5K | 4 | 0 |
| Nov 2023 | $145.5M | $145.5M | $0 | 4 | 0 |
| Sep 2023 | $145.5M | $145.5M | $0 | 4 | 0 |
| Jun 2023 | $145.5M | $145.5M | $0 | 4 | 0 |
| Mar 2023 | $145.5M | $145.5M | $0 | 4 | 0 |
| Jul 2022 | $157.2M | $156.8M | $397.8K | 4 | 0 |
| Mar 2022 | $157.2M | $156.8M | $397.8K | 4 | 0 |
| Mar 2021 | $132.9M | $132.5M | $354.5K | 4 | 0 |
| Aug 2020 | $158.6M | $156.2M | $2.4M | 5 | 0 |
| Jun 2020 | $504.8M | $307M | $197.8M | 5 | 0 |
| Jun 2020 | $504.8M | $307M | $197.8M | 5 | 0 |
| Feb 2020 | $504.8M | $307M | $197.8M | 6 | 0 |
| Dec 2019 | $511.1M | $322.9M | $188.2M | 6 | 0 |
| Oct 2019 | $511.1M | $322.9M | $188.2M | 6 | 0 |
| Jul 2019 | $511.1M | $322.9M | $188.2M | 6 | 0 |
| Jul 2019 | $511.1M | $322.9M | $188.2M | 6 | 0 |
| Jun 2019 | $511.1M | $322.9M | $188.2M | 6 | 0 |
| Feb 2019 | $511.1M | $322.9M | $188.2M | 6 | 0 |
| Jun 2018 | $552.6M | $322.9M | $229.7M | 7 | 0 |
| Mar 2018 | $552.6M | $322.9M | $229.7M | 7 | 0 |
| Sep 2017 | $621.1M | $401.9M | $219.2M | 8 | 200 |
| Aug 2017 | $621.1M | $401.9M | $219.2M | 9 | 200 |
| Jul 2017 | $621.1M | $401.9M | $219.2M | 8 | 200 |
| Feb 2017 | $621.1M | $401.9M | $219.2M | 8 | 200 |
| Dec 2016 | $664.8M | $469.2M | $195.7M | 8 | 300 |
| Jul 2016 | $664.8M | $469.2M | $195.7M | 8 | 300 |
| Mar 2016 | $664.8M | $469.2M | $195.7M | 8 | 300 |
| Dec 2015 | $737.8M | $540.5M | $197.3M | 10 | 300 |
| Sep 2015 | $737.8M | $540.5M | $197.3M | 10 | 300 |
| May 2015 | $737.8M | $540.5M | $197.3M | 10 | 300 |
| May 2015 | $737.8M | $540.5M | $197.3M | 10 | 300 |
| May 2015 | $737.8M | $540.5M | $197.3M | 10 | 300 |
| May 2015 | $737.8M | $540.5M | $197.3M | 10 | 300 |
| Mar 2015 | $737.8M | $540.5M | $197.3M | 10 | 300 |
| Feb 2015 | $515.8M | $346.6M | $169.2M | 7 | 250 |
| Dec 2014 | $515.8M | $346.6M | $169.2M | 7 | 250 |
| Apr 2014 | $515.8M | $346.6M | $169.2M | 7 | 250 |
| Apr 2014 | $515.8M | $346.6M | $169.2M | 7 | 250 |
| Dec 2013 | $521.6M | $375.4M | $146.2M | 6 | 250 |
| May 2013 | $521.6M | $375.4M | $146.2M | 6 | 250 |
| Apr 2013 | $521.6M | $375.4M | $146.2M | 6 | 250 |
| Mar 2013 | $521.6M | $375.4M | $146.2M | 6 | 250 |
| Mar 2013 | $521.6M | $375.4M | $146.2M | 6 | 250 |
| Mar 2013 | $422M | $277M | $145M | 3 | 250 |
| Jan 2013 | $422M | $277M | $145M | 3 | 250 |
| Jan 2013 | $422M | $277M | $145M | 3 | 250 |
| Oct 2012 | $422M | $277M | $145M | 1 | 250 |
| Sep 2012 | $408M | $268M | $140M | 1 | 250 |
| Mar 2012 | $408M | $268M | $140M | 1 | 250 |
| Mar 2012 | $402M | $261M | $141M | 1 | 250 |
| Mar 2012 | $402M | $261M | $141M | 1 | 250 |
| Feb 2012 | $402M | $261M | $141M | 1 | 250 |
| Jan 2012 | $402M | $261M | $141M | 1 | 250 |
| Jan 2012 | $402M | $261M | $141M | 1 | 250 |
| Dec 2011 | $402M | $261M | $141M | 1 | 250 |
| Dec 2011 | $312M | $203M | $109M | 1 | 250 |
| Nov 2011 | $312M | $203M | $109M | 5 | -- |
| Jul 2011 | $312M | $203M | $109M | 5 | -- |
| May 2011 | $256M | $185M | $71M | 5 | -- |
| Mar 2011 | $256M | $185M | $71M | 5 | -- |
| Feb 2011 | $256M | $185M | $71M | 5 | -- |
| Feb 2011 | $256M | $185M | $71M | 5 | -- |
| Jan 2011 | $148M | $137M | $11M | 5 | -- |
| Jan 2011 | $148M | $137M | $11M | 5 | -- |
| Nov 2010 | $148M | $137M | $11M | 5 | -- |
| Oct 2010 | $148M | $137M | $11M | 5 | -- |
| Oct 2009 | $123M | $105M | $18M | 5 | -- |
| Sep 2009 | $123M | $105M | $18M | 5 | -- |
| Mar 2008 | $72.1M | $64.7M | $7.4M | 5 | -- |
| Nov 2007 | $0 | $0 | $0 | 5 | -- |
| Oct 2007 | $0 | $0 | $0 | 5 | -- |
DateDec 2025
Total AUM$109.1M
Discretionary$108.7M
Non-Disc.$425.3K
Employees4
Clients0
DateApr 2025
Total AUM$109.1M
Discretionary$108.7M
Non-Disc.$425.3K
Employees4
Clients0
DateApr 2025
Total AUM$109.1M
Discretionary$108.7M
Non-Disc.$425.3K
Employees4
Clients0
DateMar 2024
Total AUM$123.5M
Discretionary$123.1M
Non-Disc.$370.5K
Employees4
Clients0
DateNov 2023
Total AUM$145.5M
Discretionary$145.5M
Non-Disc.$0
Employees4
Clients0
DateSep 2023
Total AUM$145.5M
Discretionary$145.5M
Non-Disc.$0
Employees4
Clients0
DateJun 2023
Total AUM$145.5M
Discretionary$145.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$145.5M
Discretionary$145.5M
Non-Disc.$0
Employees4
Clients0
DateJul 2022
Total AUM$157.2M
Discretionary$156.8M
Non-Disc.$397.8K
Employees4
Clients0
DateMar 2022
Total AUM$157.2M
Discretionary$156.8M
Non-Disc.$397.8K
Employees4
Clients0
DateMar 2021
Total AUM$132.9M
Discretionary$132.5M
Non-Disc.$354.5K
Employees4
Clients0
DateAug 2020
Total AUM$158.6M
Discretionary$156.2M
Non-Disc.$2.4M
Employees5
Clients0
DateJun 2020
Total AUM$504.8M
Discretionary$307M
Non-Disc.$197.8M
Employees5
Clients0
DateJun 2020
Total AUM$504.8M
Discretionary$307M
Non-Disc.$197.8M
Employees5
Clients0
DateFeb 2020
Total AUM$504.8M
Discretionary$307M
Non-Disc.$197.8M
Employees6
Clients0
DateDec 2019
Total AUM$511.1M
Discretionary$322.9M
Non-Disc.$188.2M
Employees6
Clients0
DateOct 2019
Total AUM$511.1M
Discretionary$322.9M
Non-Disc.$188.2M
Employees6
Clients0
DateJul 2019
Total AUM$511.1M
Discretionary$322.9M
Non-Disc.$188.2M
Employees6
Clients0
DateJul 2019
Total AUM$511.1M
Discretionary$322.9M
Non-Disc.$188.2M
Employees6
Clients0
DateJun 2019
Total AUM$511.1M
Discretionary$322.9M
Non-Disc.$188.2M
Employees6
Clients0
DateFeb 2019
Total AUM$511.1M
Discretionary$322.9M
Non-Disc.$188.2M
Employees6
Clients0
DateJun 2018
Total AUM$552.6M
Discretionary$322.9M
Non-Disc.$229.7M
Employees7
Clients0
DateMar 2018
Total AUM$552.6M
Discretionary$322.9M
Non-Disc.$229.7M
Employees7
Clients0
DateSep 2017
Total AUM$621.1M
Discretionary$401.9M
Non-Disc.$219.2M
Employees8
Clients200
DateAug 2017
Total AUM$621.1M
Discretionary$401.9M
Non-Disc.$219.2M
Employees9
Clients200
DateJul 2017
Total AUM$621.1M
Discretionary$401.9M
Non-Disc.$219.2M
Employees8
Clients200
DateFeb 2017
Total AUM$621.1M
Discretionary$401.9M
Non-Disc.$219.2M
Employees8
Clients200
DateDec 2016
Total AUM$664.8M
Discretionary$469.2M
Non-Disc.$195.7M
Employees8
Clients300
DateJul 2016
Total AUM$664.8M
Discretionary$469.2M
Non-Disc.$195.7M
Employees8
Clients300
DateMar 2016
Total AUM$664.8M
Discretionary$469.2M
Non-Disc.$195.7M
Employees8
Clients300
DateDec 2015
Total AUM$737.8M
Discretionary$540.5M
Non-Disc.$197.3M
Employees10
Clients300
DateSep 2015
Total AUM$737.8M
Discretionary$540.5M
Non-Disc.$197.3M
Employees10
Clients300
DateMay 2015
Total AUM$737.8M
Discretionary$540.5M
Non-Disc.$197.3M
Employees10
Clients300
DateMay 2015
Total AUM$737.8M
Discretionary$540.5M
Non-Disc.$197.3M
Employees10
Clients300
DateMay 2015
Total AUM$737.8M
Discretionary$540.5M
Non-Disc.$197.3M
Employees10
Clients300
DateMay 2015
Total AUM$737.8M
Discretionary$540.5M
Non-Disc.$197.3M
Employees10
Clients300
DateMar 2015
Total AUM$737.8M
Discretionary$540.5M
Non-Disc.$197.3M
Employees10
Clients300
DateFeb 2015
Total AUM$515.8M
Discretionary$346.6M
Non-Disc.$169.2M
Employees7
Clients250
DateDec 2014
Total AUM$515.8M
Discretionary$346.6M
Non-Disc.$169.2M
Employees7
Clients250
DateApr 2014
Total AUM$515.8M
Discretionary$346.6M
Non-Disc.$169.2M
Employees7
Clients250
DateApr 2014
Total AUM$515.8M
Discretionary$346.6M
Non-Disc.$169.2M
Employees7
Clients250
DateDec 2013
Total AUM$521.6M
Discretionary$375.4M
Non-Disc.$146.2M
Employees6
Clients250
DateMay 2013
Total AUM$521.6M
Discretionary$375.4M
Non-Disc.$146.2M
Employees6
Clients250
DateApr 2013
Total AUM$521.6M
Discretionary$375.4M
Non-Disc.$146.2M
Employees6
Clients250
DateMar 2013
Total AUM$521.6M
Discretionary$375.4M
Non-Disc.$146.2M
Employees6
Clients250
DateMar 2013
Total AUM$521.6M
Discretionary$375.4M
Non-Disc.$146.2M
Employees6
Clients250
DateMar 2013
Total AUM$422M
Discretionary$277M
Non-Disc.$145M
Employees3
Clients250
DateJan 2013
Total AUM$422M
Discretionary$277M
Non-Disc.$145M
Employees3
Clients250
DateJan 2013
Total AUM$422M
Discretionary$277M
Non-Disc.$145M
Employees3
Clients250
DateOct 2012
Total AUM$422M
Discretionary$277M
Non-Disc.$145M
Employees1
Clients250
DateSep 2012
Total AUM$408M
Discretionary$268M
Non-Disc.$140M
Employees1
Clients250
DateMar 2012
Total AUM$408M
Discretionary$268M
Non-Disc.$140M
Employees1
Clients250
DateMar 2012
Total AUM$402M
Discretionary$261M
Non-Disc.$141M
Employees1
Clients250
DateMar 2012
Total AUM$402M
Discretionary$261M
Non-Disc.$141M
Employees1
Clients250
DateFeb 2012
Total AUM$402M
Discretionary$261M
Non-Disc.$141M
Employees1
Clients250
DateJan 2012
Total AUM$402M
Discretionary$261M
Non-Disc.$141M
Employees1
Clients250
DateJan 2012
Total AUM$402M
Discretionary$261M
Non-Disc.$141M
Employees1
Clients250
DateDec 2011
Total AUM$402M
Discretionary$261M
Non-Disc.$141M
Employees1
Clients250
DateDec 2011
Total AUM$312M
Discretionary$203M
Non-Disc.$109M
Employees1
Clients250
DateNov 2011
Total AUM$312M
Discretionary$203M
Non-Disc.$109M
Employees5
Clients--
DateJul 2011
Total AUM$312M
Discretionary$203M
Non-Disc.$109M
Employees5
Clients--
DateMay 2011
Total AUM$256M
Discretionary$185M
Non-Disc.$71M
Employees5
Clients--
DateMar 2011
Total AUM$256M
Discretionary$185M
Non-Disc.$71M
Employees5
Clients--
DateFeb 2011
Total AUM$256M
Discretionary$185M
Non-Disc.$71M
Employees5
Clients--
DateFeb 2011
Total AUM$256M
Discretionary$185M
Non-Disc.$71M
Employees5
Clients--
DateJan 2011
Total AUM$148M
Discretionary$137M
Non-Disc.$11M
Employees5
Clients--
DateJan 2011
Total AUM$148M
Discretionary$137M
Non-Disc.$11M
Employees5
Clients--
DateNov 2010
Total AUM$148M
Discretionary$137M
Non-Disc.$11M
Employees5
Clients--
DateOct 2010
Total AUM$148M
Discretionary$137M
Non-Disc.$11M
Employees5
Clients--
DateOct 2009
Total AUM$123M
Discretionary$105M
Non-Disc.$18M
Employees5
Clients--
DateSep 2009
Total AUM$123M
Discretionary$105M
Non-Disc.$18M
Employees5
Clients--
DateMar 2008
Total AUM$72.1M
Discretionary$64.7M
Non-Disc.$7.4M
Employees5
Clients--
DateNov 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateOct 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--