Anchor Capital

RIASEC Registered
Total AUM
$191M
Discretionary
$191M
100% of AUM
Avg account
$6.8M
Accounts
28
Employees
3
Advisory reps
3

Firm details

Headquarters
Aliso Viejo, California
CRD number
123543
Registered since
November 29, 2002
Website
anchor-capital.com
Custodians
CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Other
Client types
  • Investment Companies94.92%
  • Individuals2.68%
  • HNWI2.41%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Anchor Capital is a privately owned corporation that operates as an institutional RIA and is SEC-registered (initial registration 2002). The firm serves both individual and family clients alongside institutional and business clients, delivering portfolio management across individuals/small businesses, investment companies, and institutional/business mandates. Its fee model includes a percentage-of-AUM component plus other fee arrangements. Anchor Capital is not positioned as a capital allocator, does not identify as an active ESG investor, and is not designated a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 80%, Exchange Traded Equities 18%, Cash & Cash Equivalents 2%80%
  • Public Funds/Mutual Funds80%
  • Exchange Traded Equities18%
  • Cash & Cash Equivalents2%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 11

Active vs passive

$118M in ETFs

Passive

90%

$106M

Active

9%

$12M

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO QQQ TRUST SERIES 1 (QQQ)InvescoPassiveLarge Growth$63.3M85,50053.64%
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Location

Primary office

Aliso Viejo, CA

Orange

Location

Aliso Viejo, CA

Headquartered in Aliso Viejo, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Orange
Address
15 Enterprise
Time zone
PT (UTC-8)
Office locations

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