Anchor Investment Management

RIASEC RegisteredEst. 2005

Total AUM

$1.5B

Discretionary

$1.5B

99% of AUM

Avg account

$702K

Accounts

2,159

Employees

Advisory reps

Firm details

Headquarters: Columbia, South Carolina
CRD number: 135296
Registered since: May 23, 2005
Website: www.anchorinvestmentmanagement.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI72.13%
Individuals18.47%
Pension & Profit Sharing Plans4.05%
Corporations / Businesses2.73%
Charitable Organizations1.45%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Anchor Investment Management is an independent, owner-operated RIA organized as an LLC and SEC-registered since 2005. The firm provides fee-based financial planning and discretionary portfolio management primarily for individuals, families and small-business owners, with a subset of institutional clients. Its fee arrangements include AUM-based fees alongside fixed-fee engagements. Anchor does not market itself as an ESG investor, does not operate as a capital allocator, and is not registered as a multi-state adviser. Service delivery centers on standard wealth-management offerings: comprehensive planning and customized investment management for individual and family balances, plus portfolios for small-business clients. The firm’s product mix and disclosures indicate a tilt toward equity-centric strategies supplemented by selected non-traditional allocations when appropriate.