# ANCHOR FINANCIAL GROUP

ANCHOR FINANCIAL GROUP of BREA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 111801
- Type: SEC-registered investment adviser
- SEC file number: 801-33340
- Location: 500 S. KRAEMER BLVD SUITE 255, BREA, CA, 92821
- Phone: 7142643538
- Latest filing: 2026-02-23
- Regulatory AUM: $102.4M
- Discretionary AUM: $102.4M
- Clients: 2
- Accounts: 126

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Other

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| KIERNAN STEPHEN PAUL | CEO, PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER; PRESIDENT, SECRETARY; PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER (+1 more) | — |
| KIERNAN DANIEL LEE | CEO; CFO; CFO, TREASURER (+1 more) | — |
| RICHARD JOSEPH ANDREW | VICE PRESIDENT | — |
| GREEN JON NORMAN | PRESIDENT; VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/111801/brochure
- Similar advisers: https://search.stillhousedata.com/firm/111801/similar
- Related entities: https://search.stillhousedata.com/firm/111801/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/111801

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.