RIA Intelligence

ANCHOR CAPITAL MANAGEMENT GROUP, INC.

Legal name: ANCHOR CAPITAL

CRD #123543 SEC #801-61643 ALISO VIEJO, CA (800)-290-8633
SEC Registered
Total AUM
$309.6M
Discretionary
$309.6M
Employees
3
Clients
0
Accounts
33

Firm Details

Organization Type
Corporation
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 25, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
STAWIARSKI, LAWRENCE, VALICHIEF COMPLIANCE OFFICERNA Control
STAWIARSKI, LAWRENCE, VALICHIEF COMPLIANCE OFFICERNA Control
STAWIARSKI, LAWRENCE, VALICHIEF COMPLIANCE OFFICERNA Control
STAWIARSKI, LAWRENCE, VALICHIEF COMPLIANCE OFFICERNA Control
STAWIARSKI, LAWRENCE, VALICHIEF COMPLIANCE OFFICERNA Control
STAWIARSKI, LAWRENCE, VALICHIEF COMPLIANCE OFFICERNA Control
STAWIARSKI, LAWRENCE, VALICHIEF COMPLIANCE OFFICERNA Control
STAWIARSKI, LAWRENCE, VALICHIEF COMPLIANCE OFFICERNA Control
STAWIARSKI, LAWRENCE, VALICHIEF COMPLIANCE OFFICERNA Control
STAWIARSKI, LAWRENCE, VALICHIEF COMPLIANCE OFFICERNA Control
STAWIARSKI, LAWRENCE, VALICHIEF COMPLIANCE OFFICERNA Control
STAWIARSKI, LAWRENCE, VALICHIEF COMPLIANCE OFFICERNA Control
STAWIARSKI, LAWRENCE, VALICHIEF COMPLIANCE OFFICERNA Control
STAWIARSKI, LAWRENCE, VALICHIEF COMPLIANCE OFFICERNA Control
WATERS, GARRETT, THOMASICHIEF EXECUTIVE OFFICER & PRESIDENTE Control
WATERS, GARRETT, THOMASICHIEF EXECUTIVE OFFICER & PRESIDENTE Control
LEAKE, ERIC, CORBANIPRESIDENT & CHIEF INVESTMENT OFFICERD Control
LEAKE, ERIC, CORBANIPRESIDENT & CHIEF INVESTMENT OFFICERD Control
LEAKE, ERIC, CORBANIPRESIDENT & CHIEF INVESTMENT OFFICERD Control
LEAKE, ERIC, CORBANIPRESIDENT & CHIEF INVESTMENT OFFICERD Control
LEAKE, ERIC, CORBANIPRESIDENT & CHIEF INVESTMENT OFFICERD Control
LEAKE, ERIC, CORBANIPRESIDENT & CHIEF INVESTMENT OFFICERD Control
WATERS, GARRETT, THOMASICHIEF EXECUTIVE OFFICERD Control
WATERS, GARRETT, THOMASICHIEF EXECUTIVE OFFICERD Control
WATERS, GARRETT, THOMASICHIEF EXECUTIVE OFFICERD Control
WATERS, GARRETT, THOMASICHIEF EXECUTIVE OFFICERD Control
WATERS, GARRETT, THOMASICHIEF EXECUTIVE OFFICERD Control
WATERS, GARRETT, THOMASICHIEF EXECUTIVE OFFICERD Control
BARKER, DENNIS, KENTIPRESIDENT, CHIEF COMPLIANCE OFFICERC Control
BARKER, DENNIS, KENTIPRESIDENT, CHIEF COMPLIANCE OFFICERC Control
BARKER, DENNIS, KENTIPRESIDENT, CHIEF COMPLIANCE OFFICERC Control
BARKER, DENNIS, KENTIPRESIDENT, CHIEF COMPLIANCE OFFICERC Control
BARKER, DENNIS, KENTIPRESIDENT, CHIEF COMPLIANCE OFFICERC Control
BARKER, DENNIS, KENTIPRESIDENT, CHIEF COMPLIANCE OFFICERC Control
BARKER, DENNIS, KENTIPRESIDENT, CHIEF COMPLIANCE OFFICERC Control
BARKER, DENNIS, KENTIPRESIDENT, CHIEF COMPLIANCE OFFICERC Control
BARKER, DENNIS, KENTIPRESIDENT, CHIEF COMPLIANCE OFFICERC Control
BARKER, DENNIS, KENTIPRESIDENT, CCOC Control
BARKER, DENNIS, KENTIPRESIDENT, CCOC Control
BARKER, DENNIS, KENTIPRESIDENT, CHIEF COMPLIANCE OFFICERC Control
BARKER, DENNIS, KENTIPRESIDENTC Control
BARKER, DENNIS, KENTIPRESIDENT, CHIEF COMPLIANCE OFFICERC Control
BARKER, DENNIS, KENTIPRESIDENT, CHIEF COMPLIANCE OFFICERC Control
BARKER, DENNIS, KENTIPRESIDENT, CHIEF COMPLIANCE OFFICERC Control
BARKER, DENNIS, KENTIPRESIDENT, CHIEF COMPLIANCE OFFICERC Control
BARKER, DENNIS, KENTIPRESIDENT, CHIEF COMPLIANCE OFFICERC Control
BARKER, DENNIS, KENTIPRESIDENT, CHIEF COMPLIANCE OFFICERC Control
BARKER, DENNIS, KENTIPRESIDENT, CHIEF COMPLIANCE OFFICERC Control
BARKER, DENNIS, KENTIPRESIDENT, CHIEF COMPLIANCE OFFICERC Control
BARKER, DENNIS, KENTIPRESIDENT, CHIEF COMPLIANCE OFFICERC Control
BARKER, DENNIS, KENTISHAREHOLDERC Control
BARKER, DENNIS, KENTISHAREHOLDERC Control
BARKER, DENNIS, KENTISHAREHOLDERC Control
BARKER, DENNIS, KENTISHAREHOLDERC Control
BARKER, DENNIS, KENTISHAREHOLDERC Control
BARKER, DENNIS, KENTISHAREHOLDERC Control
LEAKE, ERIC, CORBANIVICE PRESIDENTC Control
LEAKE, ERIC, CORBANIVICE PRESIDENTC Control
LEAKE, ERIC, CORBANIVICE PRESIDENTC Control
LEAKE, ERIC, CORBANIVICE PRESIDENTC Control
LEAKE, ERIC, CORBANIVICE PRESIDENTC Control
LEAKE, ERIC, CORBANIVICE PRESIDENTC Control
LEAKE, ERIC, CORBANIVICE PRESIDENTC Control
LEAKE, ERIC, CORBANIVICE PRESIDENTC Control
LEAKE, ERIC, CORBANIVICE PRESIDENTC Control
LEAKE, ERIC, CORBANIVICE PRESIDENTC Control
LEAKE, ERIC, CORBANIVICE PRESIDENTC Control
LEAKE, ERIC, CORBANIVICE PRESIDENTC Control
LEAKE, ERIC, CORBANIVICE PRESIDENTC Control
LEAKE, ERIC, CORBANICHIEF INVESTMENT OFFICERC Control
LEAKE, ERIC, CORBANIPARTNER, CHIEF INVESTMENT OFFICERC Control
LEAKE, ERIC, CORBANIPARTNER, CHIEF INVESTMENT OFFICERC Control
LEAKE, ERIC, CORBANIPARTNER, CHIEF INVESTMENT OFFICERC Control
LEAKE, ERIC, CORBANIVICE PRESIDENTC Control
LEAKE, ERIC, CORBANICHIEF INVESTMENT OFFICERC Control
LEAKE, ERIC, CORBANIVICE PRESIDENTC Control
LEAKE, ERIC, CORBANIVICE PRESIDENTC Control
LEAKE, ERIC, CORBANICHIEF INVESTMENT OFFICERC Control
LEAKE, ERIC, CORBANICHIEF INVESTMENT OFFICERC Control
LEAKE, ERIC, CORBANICHIEF INVESTMENT OFFICERC Control
LEAKE, ERIC, CORBANICHIEF INVESTMENT OFFICERC Control
LEAKE, ERIC, CORBANIPRESIDENT & CHIEF INVESTMENT OFFICERC Control
LEAKE, ERIC, CORBANICHIEF INVESTMENT OFFICERC Control
LEAKE, ERIC, CORBANIPRESIDENT & CHIEF INVESTMENT OFFICERC Control
WATERS, GARRETT, THOMASICHIEF EXECUTIVE OFFICERC Control
WATERS, GARRETT, THOMASIPARTNER, CHIEF EXECUTIVE OFFICERC Control
WATERS, GARRETT, THOMASIPARTNER, CHIEF EXECUTIVE OFFICERC Control
WATERS, GARRETT, THOMASIPARTNER, CHIEF EXECUTIVE OFFICERC Control
WATERS, GARRETT, THOMASIPARTNERC Control
WATERS, GARRETT, THOMASICHIEF EXECUTIVE OFFICERC Control
WATERS, GARRETT, THOMASIPARTNERC Control
WATERS, GARRETT, THOMASIPARTNERC Control
WATERS, GARRETT, THOMASICHIEF EXECUTIVE OFFICERC Control
WATERS, GARRETT, THOMASICHIEF EXECUTIVE OFFICERC Control
WATERS, GARRETT, THOMASICHIEF EXECUTIVE OFFICERC Control
WATERS, GARRETT, THOMASICHIEF EXECUTIVE OFFICERC Control
WATERS, GARRETT, THOMASICHIEF EXECUTIVE OFFICERC Control
WATERS, GARRETT, THOMASICHIEF EXECUTIVE OFFICERC Control
WATERS, GARRETT, THOMASICHIEF EXECUTIVE OFFICERC Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
BARKER, KAY, ANNIANCHOR CAPITAL MANAGEMENT GROUP, INC.C Control
BARKER, KAY, ANNIANCHOR CAPITAL MANAGEMENT GROUP, INC.C Control
BARKER, KAY, ANNIANCHOR CAPITAL MANAGEMENT GROUP, INC.C Control
BARKER, KAY, ANNIANCHOR CAPITAL MANAGEMENT GROUP, INC.C Control
BARKER, KAY, ANNIANCHOR CAPITAL MANAGEMENT GROUP, INC.C Control
BARKER, KAY, ANNIANCHOR CAPITAL MANAGEMENT GROUP, INC.C Control
BARKER, KAY, ANNIANCHOR CAPITAL MANAGEMENT GROUP, INC.C Control
BARKER, KAY, ANNIANCHOR CAPITAL MANAGEMENT GROUP, INC.C Control
BARKER, KAY, ANNIANCHOR CAPITAL MANAGEMENT GROUP, INC.C Control
BARKER, KAY, ANNIANCHOR CAPITAL MANAGEMENT GROUP, INC.C Control
BARKER, KAY, ANNIANCHOR CAPITAL MANAGEMENT GROUP, INC.C Control
BARKER, KAY, ANNIANCHOR CAPITAL MANAGEMENT GROUP, INC.C Control
BARKER, KAY, ANNIANCHOR CAPITAL MANAGEMENT GROUP, INC.C Control
LEAKE, JENNIFER, KAYIANCHOR CAPITAL MANAGEMENT GROUP, INC.C Control
LEAKE, JENNIFER, KAYIANCHOR CAPITAL MANAGEMENT GROUP, INC.C Control
LEAKE, JENNIFER, KAYIANCHOR CAPITAL MANAGEMENT GROUP, INC.C Control
LEAKE, JENNIFER, KAYIANCHOR CAPITAL MANAGEMENT GROUP, INC.C Control
LEAKE, JENNIFER, KAYIANCHOR CAPITAL MANAGEMENT GROUP, INC.C Control
LEAKE, JENNIFER, KAYIANCHOR CAPITAL MANAGEMENT GROUP, INC.C Control
LEAKE, JENNIFER, KAYIANCHOR CAPITAL MANAGEMENT GROUP, INC.C Control
LEAKE, JENNIFER, KAYIANCHOR CAPITAL MANAGEMENT GROUP, INC.C Control
LEAKE, JENNIFER, KAYIANCHOR CAPITAL MANAGEMENT GROUP, INC.C Control
LEAKE, JENNIFER, KAYIANCHOR CAPITAL MANAGEMENT GROUP, INC.C Control
LEAKE, JENNIFER, KAYIANCHOR CAPITAL MANAGEMENT GROUP, INC.C Control
LEAKE, JENNIFER, KAYIANCHOR CAPITAL MANAGEMENT GROUP, INC.C Control
LEAKE, JENNIFER, KAYIANCHOR CAPITAL MANAGEMENT GROUP, INC.C Control

Registrations

Federal

IA
Mar 25, 2025 REGISTERED

Notice Filings (15)

AZ CA CO FL GA HI MA MO NC NV OH OK TX WA WV

Address

15 ENTERPRISE
SUITE 450
ALISO VIEJO, CA 92656
United States
Phone: (800)-290-8633