Ensemble Capital Management builds focused investment portfolios to help you preserve your success and enhance your future.
Serving clients with assets ranging from about $3 million to $250+ million, Ensemble offers a high level of personalized service to individuals, families, trusts, foundations and nonprofits.
After three decades working in the financial markets, Curt Brown founded Curtis Brown & Company in San Francisco. His desire was to form an independent firm, structured to serve clients in a clear and transparent manner. The business model was designed to remove the many conflicts of interest that plagued so many financial services firms.
Curtis Brown & Company moved from San Francisco to Burlingame, located midway between San Francisco and Silicon Valley.
Sean Stannard-Stockton became a Shareholder in the company, which was renamed Ensemble Capital Management.
Ensemble Capital launched their philanthropic planning services and began to attract private foundations, charitable trusts and major donors to their growing client base.
Matt Pearson joined Ensemble Capital to manage operations.
Matt Pearson became a Shareholder in Ensemble Capital and the company moved into larger offices.
Ludo Thomasson, CFP®, joined Ensemble Capital to manage the Wealth Planning services.
Sean Stannard-Stockton became President and CIO. Ludo Thomasson became a Shareholder.
Matt Pearson became COO & CCO.
Curt Brown retired. His original vision to serve clients in a clear and transparent manner remains the core philosophy of Ensemble Capital.
Ensemble Capital exceeded $1 billion in assets under management
Ensemble Capital moves its office to San Francisco, where Ensemble originally started
Ensemble Capital Management is now a leading investment advisory and wealth management firm in the San Francisco Bay Area and nationwide.
Making a social impact is long embedded in Ensemble Capital’s history and services. Our President, Sean Stannard-Stockton, is well known in the philanthropic community for the popular Tactical Philanthropy blog he authored from 2006 to 2012 as well as his regular columns in the Financial Times and The Chronicle of Philanthropy. Many Ensemble Capital employees reflect the same passion and serve or have served on nonprofit boards and actively participate with local, national, and international nonprofit organizations.
Ensemble Capital has a formal commitment to amplify their own philanthropic initiatives as a firm through three distinct and impactful programs:
We seek to deeply understand our philanthropic clients’ missions and visions. We direct a portion of our firm’s charitable budget toward the initiatives of our nonprofit clients and the grantees of our philanthropic clients.
We cultivate group learning around effective philanthropy. We commit 5% of net revenue from the Ensemble Fund to a high impact charitable organization selected annually by an internal committee based on a multi-step research process.
We encourage our employees to engage with their community around their own individual causes. Ensemble Capital matches donations to 501(c)(3) non-profit organizations aligned with our employees’ personal passions.
The only revenue received by Ensemble Capital:
Our fee encompasses investment management and advisory services. We don’t outsource your investment management.
We don’t bill for additional advice or services within the standard scope of wealth management.
We do well when you do well; our only incentive is to maximize your account value while limiting risk.
AdvisoryHQ | AdvisoryHQ compiled the listing based on its four-step objective methodology which ranks firms based upon the everyday client. It considers a firm’s fiduciary duty, independence, level of customized service, history of innovation, team excellence, quality of service and more. AdvisoryHQ analyzed 83 firms and Ensemble Capital was one of 13 firms ranked as a “Top Rated Wealth Management Firm” in the San Francisco Bay Area. Ensemble Capital did not pay a fee for inclusion in the listing. The listing does not evaluate client experience and is not indicative of the practice’s future performance. Ensemble Capital received this ranking in 2016, 2017, 2018, 2019 and 2020.
Forbes Best in State | The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their businesses and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. In 2020, Ensemble Capital was listed at #85 in the state of California. Ensemble Capital did not pay a fee for inclusion in the listing. The listing does not evaluate client experience and is not indicative of the practice’s future performance.
Financial Advisor Magazine | To be eligible for the Financial Advisor Magazine RIA rankings, firms must be independent registered investment advisors and file their own ADV statement with the SEC. They need to provide financial planning and related services to individual clients and complete a survey. In 2021 Ensemble Capital was ranked by AUM at #264 and was ranked by AUM growth at #45. Ensemble Capital did not pay a fee for inclusion in these listings. These listings do not evaluate client experience and are not indicative of the firm’s future performance.
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555 Mission St, Suite 3325
San Francisco, CA 94105
Phone: 650-696-1240
Toll Free: 800-708-8445
info@ensemblecapital.com
