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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 33 | 26 | decreased by7 |
| Apr 1, 2026 | AUM | $309,644,363 | $191,231,382 | decreased by$118,412,981 |
| Apr 1, 2026 | Accounts | 33 | 28 | decreased by5 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 6 | 3 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 43 | 33 | decreased by10 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $484,347,783 | $309,644,363 | decreased by$174,703,420 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 43 | 33 | decreased by10 |
| Apr 1, 2022 | Employees | 3 | 6 | increased by3 |
| Apr 1, 2022 | Clients | 50 | 43 | decreased by7 |
| Apr 1, 2022 | AUM | $431,576,869 | $484,347,783 | increased by$52,770,914 |
| Apr 1, 2022 | Accounts | 50 | 43 | decreased by7 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ANCHOR CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ANCHOR CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.