Anchor Investment Management

RIASEC Registered
Total AUM
$1.5B
Discretionary
$1.5B
99% of AUM
Avg account
$702K
Accounts
2,159
Employees
17
Advisory reps
9

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 registered investment adviser organized as an LLC and registered with the SEC in 2005. Ownership is individual, and the firm serves both individual and family clients as well as institutional investors. Its advisory work centers on financial planning and portfolio management for individuals and small businesses, and it charges clients via asset-based fees and fixed-fee arrangements. The firm does not identify as an ESG investor, is not structured as a capital allocator, and does not report affiliation with a related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 63%, Public Funds/Mutual Funds 27%, Cash & Cash Equivalents 7%, US Government Bonds 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%63%
  • Exchange Traded Equities63%
  • Public Funds/Mutual Funds27%
  • Cash & Cash Equivalents7%
  • US Government Bonds1%
  • State & Local Bonds1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 420

Active vs passive

$436M in ETFs

Passive

92%

$399M

Active

6%

$36.6M

ETFProviderStyleCategoryValueShares% of portfolio
SCHWAB US LARGE-CAP ETF (SCHX)SchwabPassiveLarge Blend$36.2M1,205,3458.29%
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Location

Primary office

Columbia, SC

Richland

Location

Columbia, SC

Headquartered in Columbia, SC, anchoring the Columbia-Orangeburg-Newberry, SC metro in the South.

Metro area
Columbia-Orangeburg-Newberry, SC
Region
South
County
Richland
Address
3205 Devine St
Time zone
ET (UTC-5)
Office locations

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