# Anchor Point Financial

> Anchor Point Financial is an SEC-registered investment advisory firm in Bakersfield, CA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 16, 2026.

- CRD: 334103
- Filed as: ANCHOR POINT FINANCIAL
- Legal name: Anchor Point Financial LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bakersfield, CA
- Filing period: October 2026
- Form ADV filing dated: February 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/334103
- AdvisorCensus page: https://advisorcensus.com/firm/anchor-point-financial-bakersfield-ca-334103

## Quick answers

**How is Anchor Point Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Anchor Point Financial reports these compensation arrangements: a percentage of assets under its management.

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

**Is Anchor Point Financial registered with the SEC or a state?**
Anchor Point Financial is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 334103.

**How much does Anchor Point Financial manage?**
Anchor Point Financial reports $173,629,593 in regulatory assets under management in its Form ADV filing dated February 16, 2026 (100% discretionary).

**How have Anchor Point Financial's assets and staff changed since 2025?**
In the Form ADV data for Anchor Point Financial: Regulatory assets under management: $186,254,410 in the October 2025 data and $173,629,593 in the October 2026 data, down 7%. Total employees: 1 in October 2025 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Anchor Point Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (119); high net worth individuals (52).

**Which custodians does Anchor Point Financial use?**
Anchor Point Financial's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Anchor Point Financial 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/334103

**Does Anchor Point Financial state an account minimum?**
Its Form ADV Part 2A brochure dated February 16, 2026 says: "APF does not require a minimum account size to engage a client relationship."

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated February 16, 2026)

- Account minimum: None

> APF does not require a minimum account size to engage a client relationship.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $173,629,593
- Discretionary: $173,629,593
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 119 | $22,062,655 |
| High net worth individuals | 52 | $151,566,938 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 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)
- anchorpoint.financial

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $186,254,410 | 1 | April 7, 2025 |
| October 2026 | $173,629,593 | 1 | February 16, 2026 |

Regulatory assets under management: $186,254,410 in the October 2025 data and $173,629,593 in the October 2026 data, down 7%.
Total employees: 1 in October 2025 and 1 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Anchor Point Financial (CRD 334103): Form ADV filing data as of October 2026.