Alphaglider LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$48,465,476
Clients
30
60% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
30
TypicalAverage account size
$1,615,516
About
AlphaGlider LLC is a small independent registered investment adviser that serves individuals, families, trusts and retirement plan sponsors, managing roughly $48 million for about 30 clients. It provides discretionary and non‑discretionary portfolio management, fiduciary consulting and 3(38) investment‑manager services, and also offers 529 plan management on Utah’s my529 platform.
The firm delivers advice primarily through its website and mobile applications and constructs diversified, risk‑managed, tax‑aware, low‑turnover strategies that rely heavily on exchange‑traded funds. Its investment process combines fundamental and cyclical analysis with strategic asset allocation and periodic rebalancing; trading authority is typically discretionary but trading activity is constrained to limit costs and tax effects.
Compared with peers of similar size, the firm’s willingness to accept full 3(38) fiduciary discretion for plan sponsors and its explicit management of my529 accounts (subject to the requirement that clients also maintain taxable or IRA accounts at the recommended custodian) are notable. The sole investment adviser holds the CFA designation and has prior institutional equity experience, and the firm emphasizes internet‑delivered client access alongside custodial integrations with major service providers.
Client services
Portfolio management
Expertise
Active portfolio management
Tax-loss harvesting
College savings (529s, UTMA, etc.)
Fee options
$0 - $500,000: 0.75% $500,000 - $1,000,000: 0.65% $1,000,000 - $4,000,000: 0.55% $4,000,000 - $7,000,000: 0.45% $7,000,000 - $12,000,000: 0.35% $12,000,000+: 0.25%
Account minimum: $150,000 per client aggregate (with $5,000 minimum individual account balance)
Main office location
Alphaglider LLC
Georgetown TX, United States
Number of offices
1
Most active in
Alphaglider LLC has reported serving >5 clients in these states in the last 12 months.
California · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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