A complete list of active advisors currently associated with AlphaaI Capital Management

Warmer can help you find a great advisor at AlphaaI Capital Management or one who fits your needs even better.

alphaAI Capital Management provides discretionary investment management to individuals, high‑net‑worth clients, corporations, and other business entities, delivering advice primarily through an interactive digital platform as an SEC-registered adviser. The firm designs, implements, and monitors portfolios based on client-supplied objectives, risk tolerance, and time horizon, with the authority to trade without prior client consent. The firm uses quantitative and systematic processes alongside fundamental and technical inputs for portfolio construction and risk monitoring, typically allocating to exchange-listed equities and ETFs. Certain strategies may employ leveraged ETFs, short selling, margin, and securities tied to digital assets, and the adviser may decline client restrictions it deems operationally impractical. Noteworthy aspects include operating as an internet investment adviser that provides most advice via an interactive website—an uncommon model among independent solo firms—and offering portfolio management to corporate and other institutional clients in addition to individual investors. alphaAI favors a technology-forward approach to trading and custody relationships, relies on algorithmic models for decision-making, and does not charge performance-based fees.

To learn more about the advisors currently working at AlphaaI Capital Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Richard Sun	San Francisco, CA	5

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