# Anthony Sam

> Anthony Sam is a fee-only financial advisor at Alpha Solutions Investment Advisors in South San Francisco, California. Anthony charges a percentage of assets.

Page: https://find.wellspent.co/advisors/anthony-sam/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Alpha Solutions Investment Advisors
- **Based in:** South San Francisco, California
- **Fee model:** Percentage of assets
- **Assets under management (firm):** $509.5M across 794 accounts
- **CRD:** 5891496 (https://adviserinfo.sec.gov/individual/summary/5891496)
- **SEC registration:** Investment adviser representative in CA, NJ, NY, PA, TX
- **Exams passed:** Series 65 (2010)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://www.asiadvisors.com

## Frequently asked questions

### Is Anthony Sam a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Anthony holds no broker registration, and Alpha Solutions Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Anthony charge for financial advice?

Anthony charges a percentage of assets.

### Where is Anthony Sam based?

Anthony Sam is based in South San Francisco, California.

### Is Anthony Sam registered with the SEC?

Yes. Anthony Sam is registered as an investment adviser representative in CA, NJ, NY, PA and TX (CRD 5891496), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Alpha Solutions Investment Advisors manage?

Alpha Solutions Investment Advisors reports $509.5M across 794 accounts in assets under management.

### How do I contact Anthony Sam?

Through Anthony's website, www.asiadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5891496): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.asiadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.
