AdvisorCensus / Financial advisors / Florida / Naples / Anchor & Oak Wealth Advisors, LLC
Anchor & Oak Wealth Advisors, LLC
Filed as ANCHOR & OAK WEALTH ADVISORS, LLC
Anchor & Oak Wealth Advisors, LLC is an SEC-registered investment advisory firm in Marco Island, FL, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 7, 2026.
Quick answers
From the filingHow is Anchor & Oak Wealth Advisors, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Anchor & Oak Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
What does Anchor & Oak Wealth Advisors, LLC's brochure say about its fees?
Its Form ADV Part 2A brochure dated July 10, 2026 states: Asset-based fee: 0.5% to 2% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Anchor & Oak Wealth Advisors, LLC located?
Anchor & Oak Wealth Advisors, LLC's principal office is in Marco Island, FL, according to its Form ADV.
Is Anchor & Oak Wealth Advisors, LLC registered with the SEC or a state?
Anchor & Oak Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 342544.
How much does Anchor & Oak Wealth Advisors, LLC manage?
Anchor & Oak Wealth Advisors, LLC reports $0 in regulatory assets under management in its Form ADV filing dated August 7, 2026.
Does Anchor & Oak Wealth Advisors, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/342544
Does Anchor & Oak Wealth Advisors, LLC state an account minimum?
Its Form ADV Part 2A brochure dated July 10, 2026 says: "In general, we require a minimum of $25,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size."
What changed in Anchor & Oak Wealth Advisors, LLC's recent Form ADV filings?
In the September 2026 filing data: Added the business name Cagnolatti Capital.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 0.5% to 2% a year (a range, as the brochure states it)
The brochure's wording
Our annual fee for portfolio management services ranges between 0.5% to 2.00% depending upon the market value of your assets under our management, the type and complexity of the asset management services provided, as well as the level of administration requested either directly or assumed by the client.
Account minimum: $25,000 (the brochure says it may be waived or negotiated)
The brochure's wording
In general, we require a minimum of $25,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size.
As stated in the firm's Form ADV Part 2A brochure dated July 10, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$0 as of October 2026, filing dated August 7, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DNot reported.
A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other
Registration and firm details
Items 1, 2, 5- Also doing business as
- CAGNOLATTI CAPITAL
- Registration
- SEC-registered investment adviser. Status as filed: 120-Day Approval.
- Registered since
- 2026 (0 years)
- Employees
- Total: 4. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
8 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- September 2026
- Added the business name Cagnolatti Capital.
- August 2026
- Registered or notice-filed in CA, DC.
- July 2026
- Newly registered with the SEC.
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.INot reported.
Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Anchor & Oak Wealth Advisors, LLC (CRD 342544): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/anchor-and-oak-wealth-advisors-llc-marco-island-fl-342544