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).

By the Numbers
  • Total Assets Under Management
    148
    MILLION
  • Total Number of Accounts
    129
    ACCOUNTS
  • Average Account Value
    $1,143,988
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Alethea Capital Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Matthew J. Bush
CRD#: 6339513
18029 Calle Ambiente, Suite 509, Rancho Santa Fe, CA 92067
88
Wealthminder
score

Matthew Bush (CRD# 6339513) is an Investment Advisor Representative working at Alethea Capital Management, LLC in Rancho Santa Fe, CA and has over 2 years of experience in the finance industry.

2
Tony N. Hsu
CRD#: 2725513
San Diego, CA
61
Wealthminder
score

Tony Hsu (CRD# 2725513) is an Investment Advisor Representative working at Alethea Capital Management, LLC in San Diego, CA and has over 20 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.

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