AlphaaI Capital Management
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
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
Expertise
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
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")