Alethea Capital Management, LLC
Alethea Capital Management, LLC (CRD# 156500) is a financial advisory firm headquartered in Rancho Santa Fe, CA. They manage $147,574,505 in 129 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management148MILLION
Total Number of Accounts129ACCOUNTS
Average Account Value$1,143,988
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
Matthew Bush (CRD# 6339513) is an Investment Advisor Representative working at Alethea Capital Management, LLC in Rancho Santa Fe, CA and has 1 year of experience in the finance industry.
Tony Hsu (CRD# 2725513) is an Investment Advisor Representative working at Alethea Capital Management, LLC in San Diego, CA and has over 19 years of experience in the finance industry. Tony Hsu has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.