Investment adviser · CRD 135296
ANCHOR INVESTMENT MANAGEMENT
Investment adviser filing (IA)
ANCHOR INVESTMENT MANAGEMENT, LLC
COLUMBIA, SC, United States · Form ADV filed Mar 19, 2026
- Regulatory AUM
- $1.52B Form ADV · Item 5.F
- Client accounts
- 2,159 Accounts, not individual clients
- Employees
- 17 Reported in this filing
- Advisory professionals
- 10 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 239 | $1,093,422,850 | 72.1% |
| Individuals | 524 | $280,044,218 | 18.5% |
| Retirement plans | 16 | $61,406,882 | 4.1% |
| Corporations & businesses | 16 | $41,345,658 | 2.7% |
| Charities | 15 | $22,024,897 | 1.5% |
| Other clients | 11 | $17,559,292 | 1.2% |
Filing source
Form ADV 2052619 · Mar 19, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 19, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Fixed
Principal office
3205 DEVINE STREETCOLUMBIA, SC, 29205, United States
CRD 135296
Filing source
Form ADV 2052619 · Mar 19, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.