Ensemble Capital Management, LLC

CRD#107213
Investment Advisor Firm

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Overview

Ensemble Capital Management, LLC operates as an advisory firm headquartered in San Francisco, California. The firm controls $1.8 billion in total assets over 739 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management (AUM). The company has a small team, including 9 financial advisors. Ensemble Capital Management, LLC does not act as a registered broker-dealer, meaning the firm is not able to buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer company to do so. Securities are defined as exchangable fiscal investments like options, equities and bonds.

Ensemble Capital Management, LLC administers all of its accounts in a discretionary manner. Discretionary management means that an investment advisor makes buy and sell choices for the client's account without requiring client authorization. The advisory firm manages about $2.5 million for every account. An average advisor at Ensemble Capital Management, LLC manages around 82 client accounts.

The firm's main office is located at 555 Mission St, San Francisco, California 94105. Ensemble Capital Management, LLC is legally permitted to provide services to customers throughout a number of states, including California, Florida, Louisiana, Texas and Washington.

Assets Under Management

$1.8 billion

Number of Advisors

9

Disclosures

No

Office Location

555 Mission St
San Francisco, CA 94105

Ensemble Capital Management, LLC by the Numbers

Total Assets Under Management

$1.8 billion

National Average: $9.0 billion
Total Number of Employees

17

National Average: 71,771
Total Number of Accounts

739

National Average: 4,329
Average Account Size

$2.5 million

National Average: $2.1 million

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Products and Services

Ensemble Capital Management, LLC provides a variety of financial services, which can include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for institutional clients. In the prior fiscal year, the firm provided 101-250 of its accounts with financial planning services. The firm does not sell products or offer services other than investment advice to its investment advisory accounts.

Core Advisor Services

  • Offered by 31% of firms

    Financial Planning Services

    This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

  • Offered by 47% of firms

    Portfolio Management

    This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

  • Find a firm that offers this service

    Market Timing Services

    This is the practice of attempting to make short-term profits on investments by buying low and selling high.

Other Services

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Fee Structure

Financial management fees usually depend on which services the firm provides the client. However, fee types billed by the company typically consist of the following fee types: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available

  • Offered by 70% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

Unavailable

  • Find one of the 21% of firms that offer this fee type

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 1% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 26% of firms that offer this fee type

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

  • Find one of the 0% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 33% of firms that offer this fee type

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

  • Find one of the 10% of firms that offer this fee type

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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Types of Clients

The firm manages money for a number of different clients. Ensemble Capital Management, LLC provides services to retail investors, high net worth investors, investment companies, charitable organizations, corporations and other. Out of its 739 accounts, Ensemble Capital Management, LLC's largest client by number of accounts is high net worth investors, but it also serves 195 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 under management or a net worth of at least $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 1% of the firm's clients reside abroad.

  • High-Net-Worth Individuals* - 66.1%
  • Other Individuals - 7.8%
  • Corporations - 16.27%
  • Charitable Organizations - 9.83%

* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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Disclosures

Ensemble Capital Management, LLC does not have any disclosures.

Please visit its Form ADV for more details.

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Financial Advisors at Ensemble Capital Management, LLC

Todd Wenning
Cincinnati, OH
Michael Navone
San Francisco, CA
Arif Karim
San Francisco, CA
Paul Perrino
San Francisco, CA
Juwon Hill
San Francisco, CA
Ludovic Thomasson
San Francisco, CA
Shilpa Andalkar
San Francisco, CA
Elizabeth Revenko
San Francisco, CA

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The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

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