Anchor Capital Management Group, Inc.
● SEC registered since 2002CRD 123543SEC# 801-61643Aliso Viejo, CA
Reg. AUM
$191.2M
Employees
3
Accounts
28
Location
Aliso Viejo, CA
Anchor Capital Management Group, Inc. assets under management
Anchor Capital Management Group, Inc. is a registered investment adviser overseen by the SEC based in Aliso Viejo, CA. The firm has been registered since 2002. It reports $191.2 million in regulatory assets under management and employs 3 people.
Anchor Capital Management Group, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Garrett Thomas Waters Control | Chief Executive Officer & President | Over 75% | 2012 |
| Lawrence Val Stawiarski Control | Chief Compliance Officer | Under 5% | 2015 |
Frequently asked questions
How much does Anchor Capital Management Group, Inc. manage?
Anchor Capital Management Group, Inc. reports $191.2 million in regulatory assets under management on its Form ADV.
How many employees does Anchor Capital Management Group, Inc. have?
Anchor Capital Management Group, Inc. reports 3 employees.
Where is Anchor Capital Management Group, Inc. located?
Anchor Capital Management Group, Inc. is based in Aliso Viejo, CA and has been SEC-registered since 2002.
Does Anchor Capital Management Group, Inc. disclose fund performance?
Anchor Capital Management Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 15 Enterprise, Suite 450, Aliso Viejo, CA 92656 |
| Phone | (800)-290-8633 |
| Fax | (949)-382-1497 |
| Office hours | 9:00 a.m. To 4:30 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$191.2M▼ 38%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 76%
Larger than 24% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$191.2Mregulatory AUM
Discretionary $191.2M