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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Bridge ridge
- Established Date
- 10-11-2005
- Office Locations
- 1
Office Locations
About Annandale Capital, LLC
Annandale Capital is a Dallas-based RIA serving retail and institutional clients, with a disciplined, process-driven approach to portfolio construction and risk management. Portfolios are built primarily with ETFs alongside select private funds and other public-market exposures. The firm highlights a team-based, employee-owner culture—average tenure over a decade with all employees holding equity—and typically custodies assets at Charles Schwab.
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Owner & Executives
CRAIG WENNING
Advisor, Chief Executive Officer
- CRD
- #3095090
- Ownership
- 10% but less than 25%
RYAN MICHAEL HEMBREE
Chief Compliance Officer
- CRD
- #6177093
- Ownership
- Less than 5%
Horizon legacy
Capital legacy harbor
- CRD
- #14003
- Ownership
- 43.9%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,464,364,000 | $9,571,007 |
| Non-Discretionary | $85,838,000 | $1,281,164 |
| Total | $1,550,202,000 | $7,046,373 |
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Separately Managed Accounts
Total SMA Asset: $1,550,202,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,230,838,616 | 38.5% |
| Private Funds | $866,382,506 | 27.1% |
| Equity - Exchange | $585,047,965 | 18.3% |
| Cash | $514,714,331 | 16.1% |
| Total | $3,196,983,418 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| DELTA PRIME PEAK | ELEMENT EAGLE | PMV7M85IX | CSRA | 9.41% | $31,670,469 |
| CAPITAL HORIZON | HORIZON ATLAS | D7AFJV462 | NKK | 4.67% | $119,666,719 |
| FOCUS BRIDGE | HARBOR OAK | NP4TLPJSC | FKHV | 11.23% | $1,925,365 |
| INSIGHT MATRIX ALPHA | RADIAL SIGNAL | YG75IF0QP | FOKOO | 3.53% | $1,797,529 |
| EMBER CAPITAL RADIAL | INSIGHT FRONTIER | CT5U7QQLF | GVDTC | 6.59% | $67,575,009 |
| PRIME PATHWAY | CATALYST HORIZON | 8HBSYZ5UG | FCCFL | 2.76% | $92,256,855 |
| VECTOR VITAL | VECTOR TIMBER | FE9E4CL6D | IWHCD | 10.63% | $21,615,824 |
| VECTOR FUSION MERIDIAN | TIMBER QUANTUM | 4IKSDS32E | ZATFN | 8.91% | $60,719,597 |