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ANCHOR CAPITAL
Legal name: ANCHOR CAPITAL MANAGEMENT GROUP, INC.
CRD 123543File 801-61643
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$191.2M
Bottom 25% of cohort (national)
Discretionary AUM
$191.2M
Clients
26
28 accounts
Employees
3
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Nov 29, 2002
- Principal office
- 15 ENTERPRISE, SUITE 450, ALISO VIEJO, CA, 92656
- Phone
- (800)-290-8633
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $191.2M
- Discretionary AUM
- $191.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 28
- Non-discretionary accounts
- 0
- Total accounts
- 28
- AUM per client
- $7.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 4 | $181.5M |
| High net worth individuals | Fewer than 5 | $4.6M |
| Individuals (other than high net worth individuals) | 22 | $5.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — FLAT FEE
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.