Caleb Andrew Howard
Investment adviser representative at Ancorato
16 yearsExperience
1 stateRegistered in
$283.7MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
16 years in the industry.
- Weigel Fiduciary Asset ManagementMay 2026 to now
- AncoratoJan 2024 to now
- Legacy Investment Solutions, LLC D.B.A. AncoratoOct 2022 to now
- Legacy Wealth ManagementFeb 2019 to now
- Independent ContractorSep 2010 to now
- Boise State UniversityDec 2013 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (ID).
Ancorato
Legal name: Legacy Investment Solutions, LLC
$283.7MAssets managed
6Clients
8Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7093561
- Firm CRD
- 322695