Anchor Capital Advisors LLC
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 105540
- Registered since
- May 12, 1983
- Website
- anchorcapital.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI42.87%
- Other29.35%
- Charitable Organizations8.41%
- Pension & Profit Sharing Plans7.4%
- State / Municipal Government6.05%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Anchor Capital Advisors LLC is an independent registered investment adviser that has been SEC-registered since 1983. The firm operates as a limited liability company and describes itself as a capital allocator serving both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, pension consulting, and the selection of other advisers. Fee arrangements are mixed: percentage of AUM, hourly charges, and fixed fees. Anchor does not identify as an active ESG investor. Anchor has been recognized by CNBC as one of the Top 100 Financial Advisory Firms in four consecutive years (2019–2022).
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities72%
- Public Funds/Mutual Funds16%
- Investment Grade Corp Bonds8%
- Cash & Cash Equivalents4%
Owners & executives
2 of 2
William Rice
Chief Executive Officer, Chief Investment OfficerCRD 3096815
Kyle Gorman
Chief Financial OfficerCRD 7347559
Contacts
3 of 17
Stephen Cavagnaro
Director of Private ClientsCRD 5828536
Daniel Doucette
Regional DirectorCRD 4529606
Alison Goodrich
Private Client AdvisorCRD 7060374
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 116Active vs passive
$518M in ETFs
90%
$464M
7%
$54.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL MID-CAP VALUE ETF (IWS) | BlackRock | Passive | Mid Cap Value | $39M | 236,815 | 7.52% |
Location
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 2 International Pl
- Time zone
- ET (UTC-5)
- Office locations
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