# 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.

- CRD: 342544
- Filed as: ANCHOR & OAK WEALTH ADVISORS, LLC
- Also doing business as: CAGNOLATTI CAPITAL
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Location: Marco Island, FL
- Filing period: October 2026
- Form ADV filing dated: August 7, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/342544
- AdvisorCensus page: https://advisorcensus.com/firm/anchor-and-oak-wealth-advisors-llc-marco-island-fl-342544

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated July 10, 2026)

- Asset-based fee: 0.5% to 2% a year (a range, as the brochure states it)

> 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)

> 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 brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### 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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, CA, DC, FL, GA, LA, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Anchor & Oak Wealth Advisors, LLC (CRD 342544): Form ADV filing data as of October 2026.