Richard Liu Sun
Investment adviser representative at Alphaai Capital Management
12 yearsExperience
1 stateRegistered in
$5.2MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Alphaai Capital ManagementJan 2023 to now
- BarclaysJun 2014 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
Alphaai Capital Management
Legal name: Alphaai Capital Management LLC
$5.2MAssets managed
205Clients
1Advisers
5 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
- 6211635
- Firm CRD
- 316128