Alpha Analytics Investment Group LLC
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About
Alpha Analytics Investment Group LLC provides investment advisory and portfolio management services to individuals, families, high‑net‑worth and ultra‑high‑net‑worth clients, as well as trusts, foundations, endowments and retirement plans. The firm manages approximately $253 million across about 68 client relationships and operates with a small, two‑advisor advisory team.
The firm’s investment process centers on a globally diversified asset‑allocation model built largely from publicly traded mutual funds and exchange‑traded funds, with tailored investment policy statements for each client and a preference for low‑expense, institutional‑class funds and infrequent trading. Alpha Analytics manages accounts on both discretionary and non‑discretionary bases, and materially more assets are managed on a non‑discretionary (advisory‑only) basis ($177.3 million non‑discretionary versus $76.1 million discretionary).
Two operational features distinguish the firm from many peers: the principal owner maintains an active, ongoing legal practice with an ownership interest in a law firm (a relationship the brochure notes can give rise to internally referred clients), and the firm frequently relies on standing letters of authorization and fee‑deduction practices that result in being deemed to have custody in certain situations, using SEC no‑action relief where applicable. These affiliation and custody arrangements are highlighted in the brochure and represent notable governance and operational considerations relative to similarly sized advisory practices.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.0% $1,000,001 - $10,000,000: 0.5% $10,000,001+: 0.4%
Minimum fee: $1,500 per quarter minimum quarterly fee Fee-only: Negotiated fixed fee or negotiated project fee
Main office
1901 Avenue of the Stars, Suite 1100
Los Angeles CA 90067
Advisors at this office
2
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
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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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.
Advisors at this firm
John M
Series 65
Los Angeles, CA
Alpha Analytics Investment Group LLC
John Mcnally is a financial advisor with Alpha Analytics Investment Group LLC in Los Angeles, CA, holding a Series 65 credential and 13 years of industry experience. He has worked at Alpha Analytics since 1999 and also serves as Vice President of Corporate Management Group, Inc., a bookkeeping service. Additionally, he holds the roles of Secretary and Treasurer at PJC and Associates, Inc., an investment holding company. Alpha Analytics provides investment advisory and portfolio management services to individual and high-net-worth clients, trustees, and corporate plans. The firm employs a globally diversified, asset-allocation driven approach using primarily publicly traded mutual funds and ETFs, with portfolio construction guided by written Investment Policy Statements tailored to each client’s goals and risk tolerance.
Robert G
CFA®
Los Angeles, CA
Alpha Analytics Investment Group LLC
Robert Gipson is a CFA® charterholder with 13 years of industry experience. He is a managing shareholder and board member of Gipson Hoffman & Pancione, a law firm he founded, and has served as a director of Wolfgang Puck Worldwide, Inc. since 2007. Gipson also holds executive roles in business consulting and bookkeeping firms. He is a principal at Alpha Analytics Investment Group LLC, which provides advisory and portfolio management services primarily to individual and high-net-worth clients, trustees, and corporate plans. The firm employs a globally diversified, asset-allocation driven approach emphasizing low-cost institutional funds and customized portfolio construction based on each client’s goals and risk tolerance.
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