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 privately held institutional registered investment adviser formed in 2013. The firm serves institutional clients and provides portfolio management across individuals/small businesses, investment companies, and businesses or institutions. Its advisory fees are charged as a percentage of assets under management and, in some cases, fixed fees. According to filings the adviser does not identify as an active ESG investor, is not a pension consultant, and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 2
Jon Wieman
Chief Compliance OfficerCRD 6936458
David Young
Founder & CEOCRD 1698458
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 Mac Arthur Blvd
- Time zone
- PT (UTC-8)
- Office locations
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