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, SEC-registered registered investment adviser that has been operating since 1983 as an LLC and describes itself as a capital allocator serving both individuals/families and institutional clients. Its advisory offerings include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting and selection of other advisers. The firm charges a mix of percentage-of-AUM, hourly and fixed fees. Anchor is not an active ESG investor and is classified as a multi-state adviser only to a limited extent in the snapshot data. CNBC named the firm to its Top 100 Financial Advisory Firms list in four consecutive years (2019–2022).
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 OfficerCRD 3096815
Kyle Gorman
Chief Financial OfficerCRD 7347559
Contacts
3 of 17
Stephanie Moroney
Director of ResearchCRD 8236757
Stephen Cavagnaro
Director of Private ClientsCRD 5828536
George Whitmore
Head of Business DevelopmentCRD 2028727
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 59Active vs passive
$267M in ETFs
87%
$231M
8%
$36.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL MID-CAP VALUE ETF (IWS) | BlackRock | Passive | Mid Cap Value | $39M | 236,815 | 14.59% |
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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