|
⚲
|
| Keyboard |
| Anchor Bay Capital Inc
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|
|---|---|
| CRD # | 116913 |
| SEC # | 801-107983 |
| CIK # | |
| AUM | 247.1 M (2026-03-23) |
| Employees | 6 (83% Investors, 67% Brokers) |
| Phone | 760-602-3470 |
| Address | 5780 Fleet St Carlsbad, CA 92008 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 142 | 46.4 |
| (b) Individuals (high net worth individuals) | 45 | 197.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 3.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 191 | 247.1 |
| By Discretionary | ||
| Discretionary | 187 | 243.4 |
| Non-Discretionary | 4 | 3.8 |
| Total | 191 | 247.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 247.1 | |
| Total | 191 | 247.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Nova Wealth Management Inc
✚
|
FL | 247.5 M |
|
Keystone Financial Group Inc
✚
|
GA | 247.4 M |
|
KRAL Financial Advisors LLC
✚
|
247.4 M | |
|
BPP Wealth Solutions LLC
✚
|
NJ | 247.3 M |
|
Blueline Advisors LLC
✚
|
NH | 247.2 M |
|
AGP Franklin LLC
✚
|
TN | 247.1 M |
|
Intervest Ltd
✚
|
MD | 247.0 M |
|
Northern Edge Wealth Management LLC
✚
|
MI | 246.9 M |
|
Lighthouse Wealth Management LLC
✚
|
PA | 246.8 M |
|
Value Investment Professionals LLC
✚
|
NY | 246.7 M |