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ANCHOR CAPITAL

ALISO VIEJO, CA · CRD 123543 · IAPD ↗ · anchor-capital.com · (800)-290-8633

$191.2MRegulatory AUM
1Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — ANCHOR CAPITAL reported RAUM down 38% ($309.6M -> $191.2M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
48
April 2024 — ANCHOR CAPITAL reported RAUM down 41% ($656.5M -> $389.7M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.