BAKERSFIELD, CACRD 334103Latest ADV February 16, 2026
Anchor Point Financial is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bakersfield, CA. Its latest Form ADV filing, dated February 16, 2026, reports $174M in regulatory assets under management, 1 employee, and 599 accounts.
Assets Under Management
$174M
Employees
1
Offices
--
Total Clients
171
Primary office
BAKERSFIELD, CA
10000 STOCKDALE HIGHWAY SUITE 103, BAKERSFIELD, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 69.6% of total clients.
Top client categories% of clientsClients
1
Individuals
69.6%
119
2
HNWI
30.4%
52
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$174Mas of February 16, 2026
Discretionary100.0%
$174M
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$174M
Total Accounts599
10Y AUM Change+$174M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee171:1
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.