ARSENIO CAPITAL MANAGEMENT LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
SAN ANSELMO, California
CRD number
135923
Fee structure
Hourly Charges, Subscription Fees, Fixed Fees
Services
Financial PlanningPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Arsenio Capital Management LLC operates as a small, fee-for-service advisory boutique that emphasizes financial planning, client education and the distribution of written research. The firm’s listed business activities—financial planning services, publication of periodicals or newsletters and educational seminars/workshops—point to a model built around advice, content and project or subscription work rather than traditional AUM-based portfolio management. The firm’s stated fee structure (hourly charges, subscription fees and fixed fees) reinforces that orientation: clients engage for discrete planning engagements, ongoing advisory subscriptions or fixed-price deliverables. Arsenio Capital does not identify itself as a capital allocator and is not designated as a multi-state adviser; it also does not register as an active ESG investor. Taken together, the profile is consistent with a small, owner-operated advisory practice that packages advice and educational services and supplements that with externally managed exposures where needed.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • JOSEPH ARSENIO

    Managing MemberCRD 7817

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SAN ANSELMO, CA

MARIN

Location

SAN ANSELMO, CA

Headquartered in SAN ANSELMO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
MARIN
Address
75 Estates Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth