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ANCORA PRIVATE WEALTH ADVISORS, LLC
CRD 124845File 801-61942
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Apr 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.90B
Top 25% of cohort (national)
Discretionary AUM
$3.78B
Non-discretionary $122.9M
Clients
4,509
4,509 accounts
Employees
53
Top 25% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 3, 2003
- Principal office
- 6060 PARKLAND BOULEVARD, SUITE 200, CLEVELAND, OH, 44124
- Phone
- 216-825-4000
- Website
- HTTP://WWW.ANCORA.NET
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.90B
- Discretionary AUM
- $3.78B
- Non-discretionary AUM
- $122.9M
- Discretionary accounts
- 4,436
- Non-discretionary accounts
- 73
- Total accounts
- 4,509
- AUM per client
- $865K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 40 | $130.3M |
| Charitable organizations | 28 | $28.9M |
| High net worth individuals | 4,414 | $3.69B |
| Pension and profit sharing plans | 27 | $45.7M |
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
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- 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- 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.