Fiona Capell
Investment adviser representative at Blue Anchor Wealth Advisors, LLC
12 yearsExperience
6 statesRegistered in
$144.2MFirm assets
Under 1 yearFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Blue Anchor Wealth Advisors, LLCJan 2024 to now
- RoverAug 2023 to Jan 2024
- Mysteries Inc.Jun 2022 to Jul 2023
- RecappedJan 2022 to Jun 2022
- Sino-us Corporate ServicesDec 2020 to Jan 2022
- Sam's TavernOct 2018 to Dec 2020
- Preservation KitchenMar 2014 to Oct 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 6 states (AK, CA, CO, OR, TX, WA).
Blue Anchor Wealth Advisors, LLC
$144.2MAssets managed
300Clients
6Advisers
Under 1 yearIn 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
- 7953724
- Firm CRD
- 307522