Tony Hsu
Alethea Capital Management · Rancho Santa Fe, California
Tony Hsu is a fee-only financial advisor at Alethea Capital Management in Rancho Santa Fe, California. Alethea Capital Management reports charging a percentage of assets and performance-based fees on its Form ADV.
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Facts
| Firm | Alethea Capital Management |
|---|---|
| Based in | Rancho Santa Fe, California |
| Fee model (firm's Form ADV) | Percentage of assets · Performance-based fees |
| Assets under management | $302.6M across 117 accounts |
| SEC registration | Investment adviser representative in CA · CRD 2725513 |
| Exams passed | Series 63 (1997) · Series 65 (1999) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.aletheallc.com |
| Profile |
How Tony's firm compares
- Alethea Capital Management's average account is about $2.6 million, from its Form ADV (assets managed divided by 117 accounts).
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Questions about Tony
Is Tony Hsu a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tony holds no broker registration, and Alethea Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Tony charge for financial advice?
Tony's firm, Alethea Capital Management, reports charging a percentage of assets and performance-based fees on its SEC Form ADV.
Where is Tony Hsu based?
Tony Hsu is based in Rancho Santa Fe, California.
Is Tony Hsu registered with the SEC?
Yes. Tony Hsu is registered as an investment adviser representative in CA (CRD 2725513), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Alethea Capital Management manage?
Alethea Capital Management reports $302.6M across 117 accounts in assets under management.
How do I contact Tony Hsu?
Through Tony's website, www.aletheallc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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