Fee-only adviser · San Francisco, CA
Anselme Capital, Inc.
Anselme Capital, Inc. is a fee-only investment adviser registered with the securities regulators of California, Florida, Georgia, New York, Oregon, Washington, with a mailing address in San Francisco, California (its office is a private residence, so the street address is not published). On its latest Form ADV, filed March 9, 2026, it reports $72M in regulatory assets under management, 94 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: California, Florida, Georgia, New York, Oregon, Washington |
|---|---|
| Firm CRD number | 122278 |
| Office | San Francisco, CA (mailing address; office not published) |
| Phone | (415) 320-6902 |
| Website | anselmecapital.com |
| Regulatory assets under management | $72M ($65M discretionary) |
| Individual clients | 64 non-high-net-worth, 30 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Portfolio management, Pension consulting |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 9, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in San Francisco
- Perigon Wealth Management, LLC $11.3B
- Parallel Advisors, LLC $10.3B
- Asset Dedication, LLC $2.9B
- Natural Investments $2.0B
- Bakeravenue $7.7B
- Delta Investment Management, LLC $857M
See all 144 fee-only advisers in San Francisco →
Nearby
- Emeryville 2 firms
- Tiburon 4 firms
- Sausalito 7 firms
- Oakland 17 firms
- Alameda 2 firms
- Albany 2 firms
- Berkeley 10 firms
- South San Francisco 2 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Anselme Capital, Inc.? Update this listing.