Alphaglider LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
Georgetown TX
Advisors at this office
1
Most active in
California · Texas
Disclosures
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Business activities & affiliations
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.
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