ALISO VIEJO, CACRD 123543Latest ADV March 30, 2026
Anchor Capital is an SEC registered investment adviser organized as a corporation with a primary office location in Aliso Viejo, CA. Its latest Form ADV filing, dated March 30, 2026, reports $191M in regulatory assets under management, 3 employees, and 28 accounts.
Assets Under Management
$191M
Employees
3
Offices
--
Total Clients
26
Primary office
ALISO VIEJO, CA
15 ENTERPRISE, SUITE 450, ALISO VIEJO, CA, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 84.6% of total clients.
Top client categories% of clientsClients
1
Individuals
84.6%
22
2
Investment Cos.
15.4%
4
Categories with <5 clients
High net worth individuals (HNWI)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$191Mas of March 30, 2026
Discretionary100.0%
$191M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$191M
Total Accounts28
10Y AUM Change$-639M (-77.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee9:1
10Y Employee Change-1 (-25.0%)
* 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.