Jeff Chen-yu Fang
Investment adviser representative at Aqua Capital Advisors
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$143.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Aqua Capital Advisors LLCNov 2009 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (CA).
Aqua Capital Advisors
Legal name: Aqua Capital Advisors LLC
$143.8MAssets managed
44Clients
2Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4546975
- Firm CRD
- 151887