# Anchor Financial Group

> Anchor Financial Group is a state-registered investment advisory firm in Brea, CA, registered since 2012, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 23, 2026.

- CRD: 111801
- Filed as: ANCHOR FINANCIAL GROUP
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Brea, CA
- Filing period: October 2026
- Form ADV filing dated: February 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/111801
- AdvisorCensus page: https://advisorcensus.com/firm/anchor-financial-group-brea-ca-111801

## Quick answers

**How is Anchor Financial Group compensated?**
On its Form ADV (Item 5.E, October 2026), Anchor Financial Group reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Anchor Financial Group located?**
Anchor Financial Group's principal office is in Brea, CA, according to its Form ADV.

**Is Anchor Financial Group registered with the SEC or a state?**
Anchor Financial Group is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 111801.

**How much does Anchor Financial Group manage?**
Anchor Financial Group reports $102,351,684 in regulatory assets under management in its Form ADV filing dated February 23, 2026 (100% discretionary).

**What types of clients does Anchor Financial Group serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (83); individuals (other than high net worth individuals) (43).

**Does Anchor Financial Group report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/111801

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $102,351,684
- Discretionary: $102,351,684
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 43 | $9,324,625 |
| High net worth individuals | 83 | $93,027,059 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2012 (14 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- anchorfg.com
- Facebook @ANCHOR-FINANCIAL-GROUP-677076489017406
- LinkedIn @STEVE-KIERNAN-68408B5
- X @STEVEKIERNANAFG

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Anchor Financial Group (CRD 111801): Form ADV filing data as of October 2026.