ARSENIO CAPITAL MANAGEMENT LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1JOSEPH ARSENIO
Managing MemberCRD 7817
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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