Alpha Fiduciary Inc

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Alpha Fiduciary Inc ✚
CRD #	144720
SEC #	801-68218
CIK #	0001610792
AUM	114.0 M (2026-04-24)
Employees	4 (50% Investors, 0% Brokers)
Phone	480-505-4033
Address	20645 N Pima Road Scottsdale, AZ 85255
Source	[IAPD] [EDGAR] [Website] [Twitter] [Facebook]

Total AUM ($M) Copy

Type	Form D Funds	Date	AUM
Other	Aquilo Partners LLC	2012-03-29	4.6 M
PE	Bateman Street Partners LLC	[2012-03-29]	0.0 M
Other	Big T Partners	[2012-03-29]	3.1 M
Other	Dakota Partners Limited Partnership	[2012-03-29]	0.5 M
Other	Dharma Jade Partners LLC	[2012-03-29]	0.1 M
Other	Global Water Opportunities LLC	[2012-03-29]	2.4 M
	Filed 2011-01-14 (D) · Exemption 506 · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
Other	Latam Agro-Partners LLC	[2012-03-29]	0.5 M
Other	LCM Natural Gas Investment Partners LLC	[2012-03-29]	2.5 M
PE	Magiloff Partners LLC	[2012-03-29]	0.5 M
RE	Markley Partners LLC	[2012-03-29]
SA	Maxwell Halsted Partners LLC	2012-03-29	0.5 M
Other	Pontifex Partners LLC	2012-03-29	0.8 M
Other	Red River Partners LLC	2012-03-29	0.5 M
Other	Southern Hemisphere Partners LLC	[2012-03-29]	1.5 M
Other	Terra Partners LLC	2012-03-29	0.7 M
PE	Tikun Partners LLC	[2012-03-29]	0.0 M
Other	Triton Partners LLC	2012-03-29	3.9 M
Other	Ventana Investment Partners LLC	2012-03-29	0.2 M
Other	Zambezi Partners LLC	[2012-03-29]	3.5 M

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	57	9.8
(b) Individuals (high net worth individuals)	34	62.3
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	1	21.1
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	13	20.7
(g) Pension and profit sharing plans	0	0.0
(h) Charitable organizations	0	0.0
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	0	0.0
(n) Other	0	0.0
Total	220	114.0
By Discretionary
Discretionary	220	114.0
Non-Discretionary	0	0.0
Total	220	114.0
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		114.0
Total	220	114.0

Form D Directors	Role	# Filings	# Firms	2011 - 2026
William Leavitt	Executive Officer	5	2
Leavitt Capital Managerment Inc	Director	1	1

Comparable Firms	State	AUM
Pactolus Private Wealth Management LLC ✚	VA	187.8 M
Cain Capital LLC ✚	TX	171.2 M
Matrix Planning Inc ✚	CA	121.4 M
Optimal Capital Advisors LLC ✚	MI	119.9 M
Mainline Investment Advisers LLC ✚	PA	109.9 M
Birnam Wood Capital LLC ✚	TX	106.1 M
Hudson Valley Wealth Management Inc ✚	NY	48.8 M
B C Ziegler and Company ✚	IL
Geneva Advisors LLC ✚	IL
NMS Capital Asset Management Inc ✚	CA

Assets, Funds, Holdings