Anchor Bay Capital, Inc.

Overview

Anchor Bay Capital, Inc. is an SEC registered investment adviser based in Carlsbad, CA, registered since 2016. It reports $247M in assets under management across 191 accounts, with 6 employees. It has 5 investment adviser representatives.

Reported AUM

$247M

Discretionary

98%

Accounts

191

Average account

$1.3M

Employees

6

Advisory reps

5

Registered since

2016

Jurisdictions

3

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients

Client types

• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 3

• James Robert Allen President CRD 1882869
• Matthew William Large Chief Compliance Officer CRD 6251338
• Tanner Manning Wrisley Associate Portfolio Manager CRD 6750564

Advisory reps 3 of 5

• James Robert Allen Registered Rep · Investment Adviser Rep CRD 1882869
• Cory Matthew Large Investment Adviser Rep CRD 7553891
• Robert George Nathan Investment Adviser Rep CRD 7746245

2 more advisory reps, with emails, phones and branch locations

Location

Headquarters

5780 Fleet St Ste 308
Carlsbad, CA 92008

County

San Diego

Metro area

San Diego-Chula Vista-Carlsbad, CA

Region

West

Registrations

• SEC registered
• Registered in 3 jurisdictions
• Website: anchorbaycapital.com

Every state, with registration dates

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