Anchor Capital
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
FINTRXOverview
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
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 Funds80%
- Exchange Traded Equities18%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 11Active vs passive
$118M in ETFs
90%
$106M
9%
$12M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $63.3M | 85,500 | 53.64% |
Location
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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