AUMdb

Anthony Capital Management, Llc

SEC-registered Mutual Fund / Asset Manager · Boutique (under $100M) CRD 312256 · SEC file 801-122704 · De Pere, WI · www.anthonycm.com
☆ Save with Pro ADV data as of Mar 18, 2026
Regulatory AUM
$37.9M
Discretionary
$37.9M
Clients
1
Avg AUM / client
$37.9M
Accounts
1
Employees
2

AUM over time

$250K $51.4M
Mar 30, 2022 Mar 18, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 18, 2026

Who they serve

Client typeClientsAUM% of AUM
Investment companies 1 $37.9M 100.0%

People (2)

NameRole / titleCredentialsWith firm sinceOwnership
Reich, Doug, Anthony Managing Member, President Sep 2012 (14y) 75% or more
Henderlite, Stephen, Edward Chief Compliance Officer Jan 2022 (5y) Less than 5%

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.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/18/2026 849 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
  • Fixed fees

Services

  • Portfolio management for investment companies

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 18, 2026.

View current Form ADV (SEC/IAPD) ↗