Firm profile

ANTHONY CAPITAL MANAGEMENT, LLC

DE PERE, WICRD 312256Latest ADV March 18, 2026

Anthony Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in De Pere, WI. Its latest Form ADV filing, dated March 18, 2026, reports $38M in regulatory assets under management, 2 employees, and 1 account.

Assets Under Management
$38M
Employees
2
Offices
--
Total Clients
<5
Primary office
DE PERE, WI
435 N BROADWAY, SUITE D, DE PERE, WI, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOStephen E. Henderlite

Advisory services offered

1 types reported
Portfolio management for investment companies

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentInvestment Cos. represent 100.0% of total clients.
Top client categories% of clientsClients
1
Investment Cos.
100.0%
1

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$38Mas of March 18, 2026
Discretionary100.0%
$38M
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.

Total AUM$38M
Total Accounts1
10Y AUM Change+$38M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees2
Clients per Employee1:1
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.