Ensemble Capital Management, LLC

Ensemble Capital Management, LLC (CRD# 107213) is a financial advisory firm headquartered in San Francisco, CA. They manage $1,399,255,000 in 672 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,399
    MILLION
  • Total Number of Accounts
    672
    ACCOUNTS
  • Average Account Value
    $2,082,225
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, LA, TX, WA

Financial Advisors at Ensemble Capital Management, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Shilpa G. Andalkar
CRD#: 6241268
555 Mission St, Suite 3325, San Francisco, CA 94105

Shilpa Andalkar (CRD# 6241268) is an Investment Advisor Representative working at Ensemble Capital Management, LLC in San Francisco, CA and has over 8 years of experience in the finance industry. Shilpa Andalkar has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Juwon B. Hill
CRD#: 6443816
555 Mission St, Suite 3325, San Francisco, CA 94105

Juwon Hill (CRD# 6443816) is an Investment Advisor Representative working at Ensemble Capital Management, LLC in San Francisco, CA and has over 6 years of experience in the finance industry.

3
Arif N. Karim
CRD#: 2922218
555 Mission St, Suite 3325, San Francisco, CA 94105

Arif Karim (CRD# 2922218) is an Investment Advisor Representative working at Ensemble Capital Management, LLC in San Francisco, CA and has over 11 years of experience in the finance industry.

4
Michael R. Navone
CRD#: 5186986
555 Mission St, Suite 3325, San Francisco, CA 94105

Michael Navone (CRD# 5186986) is an Investment Advisor Representative working at Ensemble Capital Management, LLC in San Francisco, CA and has over 9 years of experience in the finance industry.

5
Paul L. Perrino
CRD#: 5739916
555 Mission St, Suite 3325, San Francisco, CA 94105

Paul Perrino (CRD# 5739916) is an Investment Advisor Representative working at Ensemble Capital Management, LLC in San Francisco, CA and has over 11 years of experience in the finance industry.

6
Elizabeth L. Revenko
CRD#: 6227988
555 Mission St, Suite 3325, San Francisco, CA 94105

Elizabeth Revenko (CRD# 6227988) is an Investment Advisor Representative working at Ensemble Capital Management, LLC in San Francisco, CA and has over 8 years of experience in the finance industry. Elizabeth Revenko has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Ludovic P. Thomasson
CRD#: 4923376
555 Mission St, Suite 3325, San Francisco, CA 94105

Ludovic Thomasson (CRD# 4923376) is an Investment Advisor Representative working at Ensemble Capital Management, LLC in San Francisco, CA and has over 16 years of experience in the finance industry. Ludovic Thomasson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Todd M. Wenning
CRD#: 4687529
Cincinnati, OH

Todd Wenning (CRD# 4687529) is an Investment Advisor Representative working at Ensemble Capital Management, LLC in Cincinnati, OH and has over 18 years of experience in the finance industry.

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