Anselme Capital, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
$0 - $2,000,000: 0.90% $2,000,000+: 0.75%
Account minimum: $100,000
Main office
Sacramento CA
Advisors at this office
2
Most active in
California · Florida · Georgia · New York · Oregon · Texas · Washington
Also doing business as
Acorn Capital, Inc. · Anselme Capital, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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.
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.
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