Anchor Capital
Anchor Capital is an SEC-registered ria in Aliso Viejo, CA with $191.2M assets under management (AUM, regulatory AUM), -38% over one year. See who owns Anchor Capital: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 123543, SEC 801-61643, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $191.2M (2026-03-30)
- Firm type
- Ria
- Location
- Aliso Viejo, CA
- Employees
- 3
- Clients
- 22
- CRD
- 123543
- Ownership
- LEAKE, ERIC, CORBAN; BARKER, DENNIS, KENT; BARKER, KAY, ANN; WATERS, GARRETT, THOMAS; LEAKE, JENNIFER, KAY
How much AUM does Anchor Capital have?
Anchor Capital reported $191.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Anchor Capital?
Disclosed owners and executives of Anchor Capital include LEAKE, ERIC, CORBAN, BARKER, DENNIS, KENT, BARKER, KAY, ANN, WATERS, GARRETT, THOMAS, LEAKE, JENNIFER, KAY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.