Anselme Capital, Inc.

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Client assets under management

$64,788,903

Clients

32% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$689,244

About

Anselme Capital provides discretionary and non-discretionary portfolio management and retirement advice to individuals, corporations, trusts, and estates. The firm also offers ongoing advisory services for held-away retirement accounts (such as 401(k) plans) through a third‑party Pontera platform to create and monitor portfolios without taking custody of those assets.

Investment recommendations are based on a client-specific Financial Profile and Investment Plan and implemented via proprietary model portfolios composed mainly of mutual funds, ETFs and asset-class funds from Dimensional Fund Advisors (DFA). The firm reviews historical data, financial publications and quantitative models to allocate capital across long- and short-term portions and to rebalance portfolios over time.

Compared with many peers, Anselme emphasizes the use of institutional DFA asset-class funds (which are not broadly available to retail investors) and explicitly discloses its held-away account management via Pontera. The firm is a small, two-advisor practice led by a founder with an academic background in engineering and a public-facing program of white papers and blog posts that describe its investment framework.

Client services

Portfolio management Pension consulting

Expertise

Wealth management Retirement income strategy

Fee options

Percentage

$0 - $2,000,000: 0.90% $2,000,000+: 0.75%

Other

Account minimum: $100,000

Main office location

Anselme Capital, Inc.

Sacramento CA, United States

Number of offices

Most active in

California · Florida · Georgia · New York · Oregon · Texas · Washington

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook X Website 415-320-6902

Advisors at this firm

Marc A

Series 63, Series 65

Sacramento, CA

Anselme Capital, Inc.

Marc Anselme is a financial advisor at Anselme Capital, Inc. in Sacramento, CA, holding Series 63 and Series 65 designations with 22 years of industry experience. He has been with Anselme Capital since 1998. Anselme Capital provides discretionary and non-discretionary portfolio management and retirement-account advice to individuals, corporations, trusts, and estates. The firm uses proprietary model portfolios focused on mutual funds, ETFs, and selected individual equities, and manages pooled investment vehicles, a service that is uncommon among similar advisers.

Wealth management Retirement income strategy

Alexandre A

Series 65

Sacramento, CA

Anselme Capital, Inc.

Alexandre Anselme is a financial advisor at Anselme Capital, Inc. in Seattle, WA, holding a Series 65 designation with nine years of industry experience. He has worked at Anselme Capital since 2016 and previously was affiliated with Skema Business School from 2014 to 2016. Anselme Capital provides discretionary and non-discretionary portfolio management and retirement-account advice to individuals, corporations, trusts, and estates. The firm develops Financial Profiles and Investment Plans for clients and implements them using proprietary model portfolios focused on mutual funds, ETFs, and selected individual equities, with an emphasis on asset-class funds and periodic rebalancing.

Wealth management Retirement income strategy

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