$342.6M Total AUM
$129.1M Disc. AUM
12.1% 3Y CAGR
5 Employees
609 ADV. Clients
6 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Prime matrix
- Established Date
- 08-13-2019
- Office Locations
- 3
Office Locations
1910 Towne Centre Blvd. Suite 250 Annapolis MD
33 THE Cir. Georgetown DE
535 N. Church St. Suite 205 West Chester PA
About Ballast Financial Advisors, LLC
Anchor Capital Management provides investment management built around academically grounded asset allocation, low-cost funds/ETFs, ongoing investment coaching, and disciplined portfolio rebalancing. The firm emphasizes long-term, relationship-driven guidance to help clients navigate life transitions, with client accounts supported through Charles Schwab & Co.
Team overview
-- AVG AGE
$68.5M AVG AUM / ADVISOR
$562.6K AVG AUM / CLIENT
4.8 yrs AVG TENURE
5 Employees
5 Advisory Reps
5 RIA Reps
6yrs Firm Age
Insights
Premium access reveals conviction themes in momentum vital peak.
Full visibility includes strategy notes for ember matrix alpha.
Upgrade to reveal position-level detail across signal focus.
Upgrade to reveal position-level detail across horizon harbor.
Premium access reveals conviction themes in quantum frontier timber.
Unlock to compare peer behavior around signal zenith.
Unlock to see real insight on catalyst harbor.
Full visibility includes strategy notes for matrix bridge.
Asset Classes
Meridian vital Zenith Beacon Fusion Quantum quantum Momentum horizon
Client Personas
Glacier
Custodian
Foundation momentum Unison Catalyst capital
Investment Themes
Foundation Focus Foundation
Investment Vehicles
Matrix Optima catalyst
Services
Crest Unison beacon Fusion vertex Beacon momentum Zenith legacy Wave eagle Delta value Radial unison Eagle bridge Unison north
Technology
Bridge vertex
Owner & Executives
DANIEL PATRICK MCHUGH
Managing Member
- CRD
- #2578755
- Ownership
- 50% but less than 75%
(586) 981-9594
harbor.ridge@crestcapital.com
in linkedin.com/in/foundation-harbor
JOSEPH DAVID BAKER
Chief Compliance Officer, Financial Advisor, Managing Member, Owner, PARTNER
- CRD
- #5739173
- Ownership
- 25% but less than 50%
(704) 294-2173
insight.pioneer@unisoncapital.com
in linkedin.com/in/beacon-radial
Showing 2 of 2 owners & executives
Unlock allContacts
J
Jake Dexter Burnham
--
- CRD
- #8288773
(575) 212-5777
beacon.foundation@pioneercapital.com
in linkedin.com/in/bridge-fusion
Daniel Elser
Financial Advisor
- CRD
- #6912809
(663) 660-2858
element.element@radialcapital.com
in linkedin.com/in/quantum-beacon
R
Ridge vital
Signal optima
- CRD
- #38725
(357) 902-1968
vital.foundation@summitcapital.com
in linkedin.com/in/optima-legacy
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $129,103,542 | $165,094 |
| Non-Discretionary | $213,545,242 | $269,969 |
| Total | $342,648,784 | $217,831 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $342,648,784
Public Funds:
17.4% Equity - Exchange:
20.4% Cash:
16.7% Equity - OTC:
12.5% Other:
25.4% Private Funds:
7.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $397,878,392 | 17.4% |
| Equity - Exchange | $466,478,114 | 20.4% |
| Cash | $381,871,790 | 16.7% |
| Equity - OTC | $285,832,178 | 12.5% |
| Other | $580,810,985 | 25.4% |
| Private Funds | $173,785,964 | 7.6% |
| Total | $2,286,657,423 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OPTIMA FOUNDATION MOMENTUM | DELTA PEAK | ZA780S5TX | PUGIA | 4.80% | $48,939,092 |
| RIDGE PIONEER PATHWAY | ATLAS CAPITAL | 8WUSJWYAF | SKGAZ | 2.69% | $37,537,264 |
| GLACIER MOMENTUM OPTIMA | SIGNAL CAPITAL | TZ5FXBBMB | UGLZ | 3.46% | $27,857,922 |
| ZENITH VALUE PIONEER | SUMMIT FOUNDATION | E1NGH6UV9 | RFHZE | 1.31% | $64,980,910 |
| LEGACY FOCUS CREST | CAPITAL CREST | Q3LEJ9SSH | NUIPA | 7.28% | $13,832,884 |
| FRONTIER HORIZON WAVE | VECTOR PIONEER | W9YI8R0EP | OJOC | 11.68% | $22,518,185 |
| PEAK SUMMIT | PIONEER CAPITAL | KADAWGWHI | HKGW | 2.87% | $92,156,676 |
| INSIGHT FRONTIER | FOCUS OAK | 9Y37M406S | ZRHEV | 5.64% | $69,953,239 |