ENSEMBLE CAPITAL MANAGEMENT
IS AN INVESTMENT MANAGEMENT FIRM
WHOSE INTERESTS ALIGN WITH YOURS

We offer CUSTOMIZED PORTFOLIO MANAGEMENT SERVICES,
FEE-ONLY OBJECTIVE ADVICE and UNPARALLELED CLIENT SERVICE.

Ensemble Capital Management builds focused investment portfolios to help you preserve your success and enhance your future.

Serving clients with assets ranging from about $2 million to $200+ million, Ensemble offers a high level of personalized service to individuals, families, trusts, foundations and nonprofits.

Our Team

Questions, goals, new visions of your financial future-
Contact any of our Team Specialists
and we will assist you with all of your financial needs.

Sean Stannard-Stockton, CFA, CAP

President & Chief Investment Officer
Senior Principal & Shareholder

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Ludo Thomasson, CFP®

Director of Wealth Management
Senior Principal & Shareholder

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Matt Pearson

Chief Operating Officer
Chief Compliance Officer
Senior Principal & Shareholder

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Cathy Stannard-Stockton

Director of Business Operations
Senior Principal & Shareholder

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Mike Navone

Wealth Manager

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Shilpa Andalkar, CFP®

Wealth Manager

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Matthew DiSalvio

Director of Institutional
Business Development

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Wern Cheen Chang

Senior Operations Associate

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Kyle Benner

Senior Investment Associate

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Karen McManus

Executive Assistant
Office Manager

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Arif Karim, CFA

Senior Investment Analyst

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Todd Wenning, CFA

Senior Investment Analyst

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Martin Jaksa

Senior Operations Manager

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Paul Perrino, CFA

Director of Portfolio Analysis
Principal & Shareholder

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Firm History

We are well into our SECOND DECADE of INVESTMENT MANAGEMENT
with a SOLID HISTORY of SUPERIOR PERFORMANCE.

1997

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.

2001

Curtis Brown & Company moved from San Francisco to Burlingame, located midway between San Francisco and Silicon Valley.

2004

Sean Stannard-Stockton became a Shareholder in the company, which was renamed Ensemble Capital Management.

2006

Ensemble Capital launched their philanthropic planning services and began to attract private foundations, charitable trusts and major donors to their growing client base.

2008

Matt Pearson joined Ensemble Capital to manage operations.

2011

Matt Pearson became a Shareholder in Ensemble Capital and the company moved into larger offices.

2014

Ludo Thomasson, CFP®, joined Ensemble Capital to manage the Wealth Planning services.

2015

Sean Stannard-Stockton became President and CIO. Ludo Thomasson became a Shareholder.

2016

Matt Pearson became COO & CCO.

2017

Curt Brown retired. His original vision to serve clients in a clear and transparent manner remains the core philosophy of Ensemble Capital.

Today

Ensemble Capital Management has emerged as a leading investment advisory and wealth management firm in the San Francisco Bay Area and nationwide.

Our Philanthropic Commitment

We have a long history of philanthropic engagement

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:

COMMUNITY GRANTS
COMMUNITY GRANTS

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.

ENSEMBLE CAPITAL SOCIAL IMPACT FUND
ENSEMBLE CAPITAL SOCIAL IMPACT FUND

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.

  • 2020
  • 2019
EMPLOYEE MATCHING PROGRAM
EMPLOYEE MATCHING PROGRAM

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.

Our Fees

Simple and Transparent

SIMPLE FEE SCHEDULE
SIMPLE FEE SCHEDULE

The only revenue received by Ensemble Capital:

  • First $10 million: 1.00 % annual fees
  • Amounts in excess of $10 million & up to $25 million: 0.80 % annual fees
  • Amounts in excess of $25 million & up to $100 million: 0.60 % annual fees
  • Amounts in excess of $100 million:  0.50 % annual fees

Our fee encompasses investment management and advisory services. We don’t outsource your investment management.

ALL-INCLUSIVE
ALL-INCLUSIVE

We don’t bill for additional advice or services within the standard scope of wealth management.

ALIGNED INCENTIVES
ALIGNED INCENTIVES

We do well when you do well; our only incentive is to maximize your account value while limiting risk.

Recognition & Rankings
300 Top Registered  Investment Advisers
FINANCIAL TIMES
300 Top Registered Investment Advisers2
RIA Survey and Ranking
Financial Advisor Magazine
RIA Survey and Ranking4
Best in State Wealth Advisors
FORBES
Best in State Wealth Advisors3
300 Top Registered Investment Advisers
FINANCIAL TIMES
300 Top Registered Investment Advisers2
Top 13 Financial Advisors in San Francisco
ADVISORY HQ
Top 13 Financial Advisors in San Francisco1
RIA Survey and Ranking
Financial Advisor Magazine
RIA Survey and Ranking4
300 Top Registered  Investment Advisers
FINANCIAL TIMES
300 Top Registered Investment Advisers2
Top 13 Financial Advisors in San Francisco
ADVISORY HQ
Top 13 Financial Advisors in San Francisco1
RIA Survey and Ranking
Financial Advisor Magazine
RIA Survey and Ranking4
Top 13 Financial Advisors in San Francisco
ADVISORY HQ
Top 13 Financial Advisors in San Francisco1
300 Top Registered  Investment Advisers
FINANCIAL TIMES
300 Top Registered Investment Advisers2
Top 13 Financial Advisors in San Francisco
ADVISORY HQ
Top 13 Financial Advisors in San Francisco1
300 Top Registered  Investment Advisers
FINANCIAL TIMES
300 Top Registered Investment Advisers2
1

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 and 2019.

2

Financial Times 300 | Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times. The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. Data is presented as an alphabetical list of the “Top 300”. In 2020, more than 2,000 RIA’s were invited to complete an application and of the 760 RIA’s that applied 300 made the final list. 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.

3

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.

4

Financial Advisor Magazine | To be eligible for the Financial Advisor Magazine RIA ranking, 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 2020 Ensemble Capital was ranked by AUM at #310. 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.
The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times. The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.

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