Anchor Bay Capital, Inc.
Firm details
- Headquarters
- Carlsbad, California
- CRD number
- 116913
- Registered since
- June 13, 2016
- Website
- www.anchorbaycapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI79.71%
- Individuals18.77%
- Pension & Profit Sharing Plans1.53%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Anchor Bay Capital, Inc. is an independent registered investment adviser that has been SEC-registered since 2016. Organized as a corporation with an individual owner, the firm serves both individual and family clients as well as institutional investors. Its advisory model mixes fee approaches—percentage of assets under management, hourly charges and fixed fees—and its stated services include financial planning, portfolio management for individuals/small businesses and for institutions, and pension consulting services. Anchor Bay reports neither an ESG investing focus nor a multi-state adviser designation, and it does not operate as a capital allocator.
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
- Exchange Traded Equities74%
- US Government Bonds13%
- Investment Grade Corp Bonds5%
- Public Funds/Mutual Funds5%
- Cash & Cash Equivalents2%
Owners & executives
2 of 2
Tanner Wrisley
Chief Investment Officer and Financial AdvisorCRD 6750564
Matthew Large
COOCRD 6251338
Contacts
3 of 5
James Allen
PresidentCRD 1882869
Blake Pinyan
Tax PreparerCRD 7031316
Stacey Buchholtz
Associate Financial PlannerCRD 7173059
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Carlsbad, CA
San Diego
Location
Carlsbad, CA
Headquartered in Carlsbad, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.
- Metro area
- San Diego-Chula Vista-Carlsbad, CA
- Region
- West
- County
- San Diego
- Address
- 5780 Fleet St
- Time zone
- PT (UTC-8)
- Office locations
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