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- Custodian
- Charles Schwab & Company · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Legacy beacon
- Established Date
- 12-05-1997
- Office Locations
- 2
Office Locations
About Anselme Capital, Inc.
Anselme Capital is a family-run RIA providing goals-based financial planning and wealth management, including risk profiling and evidence-based, data-driven portfolio design. The firm builds passive, factor-oriented portfolios using funds such as Dimensional and BlackRock, and uses a proprietary planning tool plus its Giboulées™ portfolio approach designed for steadier client experience across market environments. Custodied at Charles Schwab.
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Owner & Executives
CORINNE VAN HOUTEN ANSELME
Secretary
- CRD
- --
- Ownership
- 50% but less than 75%
MARC JOSEPH ANSELME
Chief Compliance Officer, Chief Executive Officer, Founder, President
- CRD
- #2567642
- Ownership
- 50% but less than 75%
Bridge fusion
Alpha element
- CRD
- #35442
- Ownership
- 41.9%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $64,622,769 | -- |
| Non-Discretionary | $7,233,082 | -- |
| Total | $71,855,851 | -- |
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Separately Managed Accounts
Total SMA Asset: $71,855,851
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $125,973,835 | 17.4% |
| Equity - Exchange | $202,716,517 | 28.0% |
| U.S. Government/Agency | $257,739,571 | 35.6% |
| Cash | $137,557,636 | 19.0% |
| Total | $723,987,559 | 100.0% |