Anchor Capital Management Group, Inc.
- Regulatory AUM
- $191M
- Discretionary
- $191M
- Clients
- 26
- Avg AUM / client
- $7.4M
- Accounts
- 28
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 22 | $5.1M | 2.68% |
| High net worth individuals | Fewer than 5 clients | $4.6M | 2.41% |
| Investment companies | 4 | $182M | 94.9% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Plumbers & Pipefitters Local Union 719 Pension Fund Trustees Of The Plumbers & Pipefitters Local Union 719 Pension Fund | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Garrett Thomas Waters | Chief Executive Officer & President | Mar 2012 (14y) | 75% or more | |
| Stawiarski, Lawrence, Val | Chief Compliance Officer | Oct 2015 (11y) | Less than 5% | |
| Mark James Bloomlee | Registered representative | Nov 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Plumbers & Pipefitters Local Union 719 Pension Fund | Trustees Of The Plumbers & Pipefitters Local Union 719 Pension Fund | 234 | $70.8M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 898 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Other fees
- • FLAT FEE
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $7.1M (4% of AUM) Mar 2026
- Interactive Brokers $2.6M (1% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗