Fee-only fiduciary wealth management · Since 1998

Trust. Experience. Clarity.

Thoughtful wealth management for every stage of financial life.

From a father and son who answer the phone — even on weekends.

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Who we are

Personal guidance for every stage of your financial life.

Anselme Capital is a fee-only fiduciary wealth manager founded in 1998 by Marc Anselme and, later, his son Alex. We build evidence-based, tax-aware portfolios and plan around the decisions that actually shape a family’s financial life — mortgages, equity compensation, real estate, retirement, and what you leave behind.

We’re deliberately small: Marc and Alex work directly with every client. Marc works from the San Francisco Bay Area, Alex from Seattle; together we look after clients across the country and U.S. tax residents living abroad. Our regulatory record is public on FINRA BrokerCheck under CRD #122278.

Where to begin

A closer look at Anselme Capital.

Alex and Marc Anselme at a garden gathering

Our Story

Why a father-and-son firm answers the phone on a weekend, and what thirty years in the markets taught us.

Meet Marc & Alex → Ski tourers ascending a snowfield toward a peak at dawn

How We Invest

A passive asset-class core built on 28 years of monthly data, plus a smaller strategic sleeve. Our Giboulées™ methodology.

See the method → A rainbow arcing over an alpine valley town

Families

Managing wealth also means preparing the people who may one day inherit it. We help families plan ahead and bring the next generation into the conversation.

Plan the handoff →
How to judge an advisor

Experience, clarity, and an advisor turned toward you.

01

Trust

Meet us in person or by video and use your judgment. Then check the record. Ours is public on FINRA BrokerCheck under CRD #122278, where any complaint would appear. If you feel you may not trust us, keep looking.

02

Knowledge & experience

Market cycles are long. Marc has 30 years in the market; Alex has 10. An advisor who can explain clearly how they proceed is showing you part of the knowledge itself.

03

Turned toward you

We are a fee-only fiduciary: a legal duty to put your interest first, to disclose any conflict, and to earn nothing but a percentage of the assets we manage — no commissions, no product revenue.

A roped party ascending the Dôme des Écrins
How we invest

Two sleeves, one portfolio.

Most of a portfolio — 80% or more, depending on the model — sits in passive asset classes chosen by a mean-variance optimization that puts you on the efficient frontier. It rests on the monthly performance of every asset class we use since June 1998, the year the firm was founded. Twenty-eight years of data, built for controlled volatility.

The rest, 20% or less, goes to a dozen or so individual stocks we intend to hold for years, chosen for durable strategic advantage in artificial intelligence and infrastructure. That’s stock picking with tax efficiency in mind.

How we invest
By the numbers · as of July 2026

Figures you can check, not adjectives.

$100M+
Assets under management
81
Clients
Since 1998
Monthly asset-class data
Still alpine lake at golden hour
Access

Call us on a weekend.

We’re a two-person family firm, and clients reach Marc or Alex directly — including evenings and weekends. Big financial questions rarely schedule themselves for Tuesday at 10 a.m.

(415) 320-6902

Start the conversation

No pitch, no obligation. Just a conversation about your financial life.

The best way to judge an advisor is to talk to one. Twenty minutes on a video call will tell you most of what you need to know.

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