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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- SummitMeridian beacon +more
- Established Date
- 10-29-2014
- Office Locations
- 2
Office Locations
About Ankerstar Wealth, LLC
Ankerstar Wealth is a Texas-based, SEC-registered, fee-only RIA providing wealth management and comprehensive financial planning (retirement, tax, estate, insurance, education, and business-owner planning) for clients nationwide. The team builds customized portfolios and concise plans as fiduciaries, emphasizing the impact of taxes, fees, and diversification. Uses AdvizorStack, Stratifi, and Black Diamond and commits to at least quarterly check-ins with no sign-up or exit fees.
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Owner & Executives
STEVEN E ANKERSTAR
Advisor, Chief Compliance Officer, Chief Executive Officer
- CRD
- #6251545
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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MICHAEL DAVID CHISUM
Financial Advisor
- CRD
- #7614911
Joel Thomas Hanson
Financial Advisor, General Partner
- CRD
- #7567351
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Fusion timber
- CRD
- #23648
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $141,105,302 | $162,939 |
| Non-Discretionary | $7,389,717 | $263,918 |
| Total | $148,495,019 | $166,102 |
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Separately Managed Accounts
Total SMA Asset: $148,495,019
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $401,870,827 | 15.3% |
| Equity - Exchange | $396,617,614 | 15.1% |
| Corporate - Investment Grade | $420,257,074 | 16.0% |
| Cash | $843,140,755 | 32.1% |
| U.S. Government/Agency | $564,720,444 | 21.5% |
| Total | $2,626,606,714 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| BRIDGE OPTIMA | QUANTUM UNISON | XRL2R49Y5 | KJRJ | 11.52% | $33,258,012 |
| HORIZON ELEMENT | INSIGHT ELEMENT | A46AOX9KX | ZQJBI | 7.28% | $20,473,337 |
| ZENITH TIMBER | VALUE ATLAS | LM6UXXE43 | MLYW | 8.75% | $88,349,290 |
| MATRIX DELTA TIMBER | OAK EAGLE | NKI62PL29 | UNHN | 9.31% | $117,970,005 |
| SIGNAL EMBER | BRIDGE CAPITAL | VH79GI2H6 | QQID | 7.19% | $28,632,057 |
| HARBOR GLACIER | PATHWAY WAVE | F2189AUOW | RXZKX | 9.65% | $40,940,070 |
| FOCUS SUMMIT | RADIAL INSIGHT | NV23JXE5A | GDUO | 8.67% | $114,075,095 |
| FOUNDATION MERIDIAN | PRIME GLACIER | RJOCGNNMI | ADMXQ | 4.59% | $44,412,592 |