AlphaaI Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$5,217,537
Clients
205
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
205
Very HighAverage account size
$25,451
About
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.
Client services
Portfolio management
Expertise
Active portfolio management
Fee options
$0 - $9,999: $4 monthly fee $10,000+: 0.50% annually
Account minimum: $100 Minimum fee: $4 monthly fee for accounts below $10,000
Main office location
AlphaaI Capital Management
San Francisco CA, United States
Number of offices
1
Most active in
AlphaaI Capital Management has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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