ANCHOR CAPITAL
SEC RegisteredSolve the Volatility Gap TM
About the firm
Anchor Capital offers risk-managed investment solutions designed to manage volatility, harvest opportunity, and improve diversification. Their featured strategies include risk-managed, long-short mutual funds pursuing absolute returns across Domestic Equities and Income, as well as model portfolios combining Modern Portfolio Theory and risk management.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Risk-managed, long-short mutual funds pursuing absolute returns across Domestic Equities and Income without sacrificing liquidity; model portfolios combining MPT and risk-management for a turn-key, Total Portfolio Solution.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 22 | $5.1M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Standard advisory fee range (quarterly 0.0875%-0.1875%) | 0.35% |
| Standard advisory fee range upper bound | 0.75% |
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ANCHOR CAPITAL has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched