Investment adviser · CRD 31256

ANCORA RETIREMENT PLAN ADVISORS, LLC

Investment adviser filing (IA)

CLEVELAND, OH, United States · Form ADV filed Mar 31, 2026

Regulatory AUM: $1.53B
Client accounts: 161
Employees: 41
Advisory professionals: 22

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Corporations & businesses	150	$1,493,020,506	97.3%
Charities	3	$40,227,998	2.6%
Individuals	4	$1,140,429	0.1%

Filing source

Form ADV 2078213 · Mar 31, 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

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

ACQUIRE GROUP LF CONDUIT FUND I, LLCOther Private Fund · Last reported Mar 30, 2012$330KGross asset value

Fund administrator KEVIN GLUNTZ AKRON, Ohio, United States Investor statements: No (provided to no investors) Related to adviser: No

Custodian PERSHING LLC JERSEY CITY, New Jersey, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

PERSHING LLC
SEC 8-17574

Fund details & source

Fund ID: 805-5937149539
Reported beneficial owners: 6
Minimum commitment: $50K

Form ADV 636259 · Mar 30, 2012 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 31, 2026. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets · Fixed

Principal office

6060 PARKLAND, SUITE 200
CLEVELAND, OH, 44124, United States

CRD 31256

Filing source

Form ADV 2078213 · Mar 31, 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.