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- Custodian
- Betterment ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-31-2002
- Office Locations
- 2
Office Locations
About Anchor BAY Capital, Inc.
Anchor Bay Capital is a California RIA providing financial planning, tax planning and preparation, and complimentary portfolio reviews for individuals and families, including entrepreneurs. The investment approach leans heavily on ETFs and also uses public funds and fixed income. Founder and chief portfolio manager Scott Spiering authored The Frugal Investor. Custody includes Charles Schwab.
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Owner & Executives
JAMES ROBERT ALLEN
Chief Executive Officer, President, Wealth Advisor
- CRD
- #1882869
- Ownership
- 25% but less than 50%
MATTHEW WILLIAM LARGE
Chief Compliance Officer, Compliance Officer
- CRD
- #6251338
- Ownership
- 10% but less than 25%
Showing 2 of 3 owners & executives
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Stacey Lynn Buchholtz
Associate Financial Planner
- CRD
- #7173059
Cory Matthew Large
Advisor, Portfolio Analyst, Wealth Strategist
- CRD
- #7553891
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $243,354,000 | $1,301,358 |
| Non-Discretionary | $3,773,800 | $943,450 |
| Total | $247,127,800 | $1,293,863 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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