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ANCORA ADVISORS LLC
CRD 124674File 801-61770
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$4.61B
Top 25% of cohort (national)
Discretionary AUM
$2.66B
Non-discretionary $1.95B
Clients
307
307 accounts
Employees
46
Top 25% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 30, 2003
- Principal office
- 6060 PARKLAND BOULEVARD, SUITE 200, MAYFIELD HEIGHTS, OH, 44124
- Phone
- 216-825-4000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.61B
- Discretionary AUM
- $2.66B
- Non-discretionary AUM
- $1.95B
- Discretionary accounts
- 291
- Non-discretionary accounts
- 16
- Total accounts
- 307
- AUM per client
- $15.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 52 | $2.37B |
| Insurance companies | 3 | $58.5M |
| Investment companies | 13 | $659.1M |
| Charitable organizations | 37 | $318.6M |
| High net worth individuals | 148 | $401.4M |
| Pooled investment vehicles | 4 | $330.3M |
| Pension and profit sharing plans | 27 | $157.2M |
| State or municipal government entities | 23 | $318.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — REVENUE SHARING WITH FRS, AND ON CREDIT AND CASH MGMT SOLUTIONS
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11
- Q11C2
- Q11C5
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.