Profit From an Independent Perspective–A Fiduciary Responsibility

We are employed by YOU—the client. We are not paid by any broker, wire house, or investment management company.  Our commitment is to offer objective, unbiased, and timely financial advice with the highest level of integrity and service. 

As a Registered Investment Advisory firm, Anthony Capital, LLC offers clients an objective approach to solving their investment and financial planning needs.

Every client’s financial situation is different, and we customize financial plan designs to meet the individual investment, asset, tax, retirement income, and insurance needs of our clients.

Our Team

DAVID ANTHONY, CFP®, RMA®

President & Portfolio Manager

David Anthony has been in the financial industry for over 20 years, working at several of Wall Street's largest firms before founding Anthony Capital. He started Anthony Capital—a Registered Investment Advisory firm—to provide unique and integrated wealth management solutions for his clients. Through the years, David has helped thousands of individuals create successful financial and retirement plans. (full bio)

Meet Dave (phone or in-person): Schedule Introductory Meeting

Call: 303-734-7178

Email: dave@anthonycap.com

MATT URE, CFP®, RMA®

Vice President

Meet Matt (phone or in-person): Schedule Introductory Meeting

Call: 830-420-6228

Email: matt@anthonycap.com

Matthew Ure heads up the San Antonio, TX office of Anthony Capital, LLC.  Working with Dave Anthony as an Investment Advisor Representative (IAR), he serves clients in both government and private sector to provide them with a promising financial future. Living in San Antonio though, otherwise known as Military City, he has become especially expert in optimizing the retirement outlook of Military and Federal Employees. (full bio)

WENDY MOYLE

Operations Manager

Wendy handles all of the behind the scenes work. She coordinates the opening of new client accounts at Interactive Brokers, the scheduling of appointments, and the planning of the many educational seminars and workshops that Anthony Capital, LLC teaches.

Wendy graduated with a Bachelor of Science degree from University of Colorado and is an accomplished artist and designer of custom pottery. 

Call: 303-734-7178

Email: wendy@anthonycap.com

Independent. Committed.

The integration of taxes, investments, Social Security, insurance, pensions, qualified and non-qualified plans, and retirement income needs is busy and complex. Through our interview and data collection process, we can help you determine your short and long term financial objectives, risk tolerance, tax status, current investment holdings, and asset allocation in order to prepare a financial plan that is unique and specific to your individual situation.

COLORADO HEADQUARTERS

303-734-7178

dave@anthonycap.com

11001 W. 120th Ave, #400

Broomfield, CO 80021

 

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All written content on this site is for information purposes only. Opinions expressed herein are solely those of Anthony Capital, LLC and our editorial staff. Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Advisory services are offered by Anthony Capital, LLC a Registered Investment Advisor in the State of Colorado. (Registration does not imply a certain level of skill or training). Insurance products and services are offered through Side by Side Quotes.com, LLC. Anthony Capital, LLC and Side by Side Quotes.com, LLC are affiliated companies. Please note that Anthony Capital, LLC nor any of its agents give legal advice or detailed tax advice. The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the States of Colorado or Texas or where otherwise legally permitted.

Copyright © 2018 by Anthony Capital, LLC. All rights reserved.

SAN ANTONIO OFFICE

830-420-6228

matt@anthonycap.com

19115 FM 2252 suite 10

Garden Ridge, TX 78266

 

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