Anfield Capital Management, LLC is a large advisory firm based in Newport Beach. It manages $1.02 billion of regulatory assets for 23 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of Alabama, Arizona, California, and 33 other states.
Anfield Capital Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, pension consulting services, educational seminars and workshops, and speaking engagements and presentations. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Anfield Capital Management, LLC is $1.02 billion. The firm's AUM has grown by 1421% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Anfield Capital Management, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to investment companies and other investment advisers. The largest group of clients of Anfield Capital Management is other investment advisers with 15 clients and $665.16 million of assets under management. Among the 8 most similar advisory firms, Anfield Capital Management has the highest percentage of other investment advisers out of all clients.
The amount of regulatory assets under management is $994.19 million for 21 clients. None of the firm’s clients are foreign persons or businesses.
Anfield Capital Management doesn't advise any private funds.
The company employs 15 people that are either part- or full-time employees. 47 percent of the employees work as investment advisers or researchers. 6 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Anfield Capital Management, LLC performs its advisory services is located at 4041 Macarthur Boulevard, Newport Beach, CA 92660, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 949-891-0600 or by fax 949-891-0600. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at anfieldllc.net.