Anselme Capital, Inc.

RIASEC Registered
Total AUM
$71.9M
Discretionary
$64.6M
90% of AUM
Avg account
$272K
Accounts
264
Employees
2
Advisory reps
3

Firm details

Headquarters
,
CRD number
122278
Custodians
CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • HNWI68.3%
  • Individuals21.86%
  • Corporations / Businesses9.83%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Anselme Capital, Inc. is a small, fee-based advisory firm that manages concentrated client relationships for individuals and families. The firm favors publicly traded pooled vehicles — primarily mutual funds and ETFs — as its primary building blocks, while retaining the flexibility to use separately managed accounts and third‑party managers where appropriate. Advisory activity spans direct portfolio management for individuals and small businesses, institutional or business portfolios, and some pension consulting, with most mandates run on a discretionary basis. The firm is not structured as a capital allocator or related adviser; instead, it sources exposure to private and specialty strategies through external fund managers. Anselme Capital charges fees as a percentage of assets under management and does not identify itself as an ESG-focused manager.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 70%, Exchange Traded Equities 26%, US Government Bonds 3%, Cash & Cash Equivalents 1%70%
  • Public Funds/Mutual Funds70%
  • Exchange Traded Equities26%
  • US Government Bonds3%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • Marc Anselme

    Marc Anselme

    Founder and CEOCRD 2567642

Contacts

2 of 2
  • Alexandre Anselme

    Alexandre Anselme

    Wealth AdvisorCRD 6655694

  • Corinne Anselme

    SecretaryCRD 4620384

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth