AdFi
AC

ALPHAAI CAPITAL MANAGEMENT

SEC Registered

Most portfolios don't respond to the market. Yours should.

, https://alphaai.capital913-549-8289
Assets Under Management
Under $100M
Employees
1
Office Locations
1 office
Total Accounts
205

About the firm

alphaAI Capital Management LLC is an SEC-registered investment adviser offering AI-powered, fully automated and systematic portfolio strategies that manage risk in real time. The firm uses 30+ AI models analyzing fundamental, technical, macroeconomic, and alternative data to adjust portfolios as market conditions shift.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

High Net WorthPension/Profit Sharing

Areas of expertise

Ai-powered InvestingAutomated Portfolio ManagementRisk ManagementAdaptive StrategiesSystematic InvestingHedgingRobo-advisor Alternative

Services

Fully automated, AI-powered portfolio management that keeps clients invested long-term while managing risk in real time. Clients set their risk tolerance and investment objectives, select or customize a portfolio strategy, and the AI monitors and manages risk on an ongoing basis.

Who they serve

Client segmentClientsAssets managed
Individuals (Non-HNW)205$5.2M

0 total clients reported on Form ADV.

Leadership

Richard Liu Sun
MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER

Office locations

1 office in 1 states
HQ

Advisors at this firm

1 advisor in the directory

Regulatory & compliance

CRD number
#316128
SEC Number
801-122266
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee
Minimum: $100
Asset tierAnnual rate
Accounts below $10,000
Accounts $10,000 and above0.50%

Data as of February 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ALPHAAI CAPITAL MANAGEMENT has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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