Anchor Bay Capital, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Carlsbad, CA. Its latest Form ADV filing, dated March 23, 2026, reports $247M in regulatory assets under management, 6 employees, 1 office, and 191 accounts.
Assets Under Management
$247M
Employees
6
Offices
1 office
Total Clients
190
Primary office
CARLSBAD, CA
5780 FLEET ST., SUITE 308, CARLSBAD, CA, United States
Top client segmentIndividuals represent 74.7% of total clients.
Top client categories% of clientsClients
1
Individuals
74.7%
142
2
HNWI
23.7%
45
3
Pension Plans
1.6%
3
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$247Mas of March 23, 2026
Discretionary98.5%
$243M
98% of total RAUM98.5%
Non-discretionary1.5%
$4M
2% of total RAUM1.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$247M
Total Accounts191
10Y AUM Change+$157M (+174.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee32:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.