ANFIELD CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- IRVINE, California
- CRD number
- 165211
- Registered since
- March 15, 2013
- Website
- www.anfieldcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIFTH THIRD SECURITIES, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Other Investment Advisers66.67%
- Investment Companies32.7%
- Corporations / Businesses0.64%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Anfield Capital Management, LLC is a fee-based investment adviser formed in 2013 that provides portfolio management across a mix of client types. The firm advertises institutional clients as its primary base while also managing portfolios for individuals and small businesses, investment companies, and other business or institutional entities. Its advisory fees are a blend of percentage-of-AUM and fixed-fee arrangements. Anfield does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
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
Asset composition
- Public Funds/Mutual Funds49%
- US Government Bonds21%
- Investment Grade Corp Bonds17%
- Exchange Traded Equities10%
- Cash & Cash Equivalents2%
Owners & executives
2 of 2JON WIEMAN
Chief Compliance OfficerCRD 6936458
DAVID YOUNG
Founder & CEOCRD 1698458
Contacts
1 of 1KEVIN VANDERBILT
DirectorCRD 5066845
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 323Active vs passive
$370M in ETFs
76%
$282M
21%
$88.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $40.5M | 62,202 | 10.93% |
Location
IRVINE, CA
ORANGE
Location
IRVINE, CA
Headquartered in IRVINE, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- ORANGE
- Address
- 19900 MacArthur Blvd
- Time zone
- PT (UTC-8)
- Office locations
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