Alpha Dna Investment Management

Overview

Alpha Dna Investment Management is an SEC registered investment adviser based in Columbia, MD, registered since 2018. It reports $195M in assets under management across 655 accounts, with 4 employees. It has 2 investment adviser representatives.

Reported AUM

$195M

Discretionary

46%

Accounts

655

Average account

$297K

Employees

4

Advisory reps

2

Registered since

2018

Jurisdictions

4

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Other Advisory Services
• Portfolio Management for Businesses or Institutional Clients

Client types

• High Net Worth Individuals
• Individuals
• Other Investment Advisors
• Pooled Investment Vehicles

Fee structure

Percentage of Assets and Performance-Based Fees

Executive officers 2 of 2

• Wayne Patrick Ferbert Chief Compliance Officer, Managing Member CRD 4520127
• Joshua Chartier Associate Portfolio Manager CRD 8047714

Advisory reps 2 of 2

• Wayne Patrick Ferbert Investment Adviser Rep CRD 4520127
• Roderick John Fertig Investment Adviser Rep CRD 7387490

Location

Headquarters

8860 Columbia 100 Pkwy Ste 301
Columbia, MD 21045

County

Howard

Metro area

Baltimore-Columbia-Towson, MD

Region

South

Registrations

• SEC registered
• Registered in 4 jurisdictions
• Website: alphadnaim.com

Every state, with registration dates

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