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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 65 | 53 | decreased by12 |
| Apr 1, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Clients | 4,083 | 4,509 | increased by426 |
| Apr 1, 2026 | AUM | $3,213,280,712 | $3,899,628,309 | increased by$686,347,597 |
| Apr 1, 2026 | Accounts | 4,083 | 4,509 | increased by426 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 62 | 65 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 3,025 | 4,083 | increased by1,058 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,449,637,053 | $3,213,280,712 | increased by$763,643,659 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 3,028 | 4,083 | increased by1,055 |
| Apr 1, 2022 | Clients | 2,684 | 3,025 | increased by341 |
| Apr 1, 2022 | AUM | $1,983,664,519 | $2,449,637,053 | increased by$465,972,534 |
| Apr 1, 2022 | Accounts | 2,684 | 3,028 | increased by344 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ANCORA PRIVATE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ANCORA PRIVATE” may also match similarly-named firms). Confirm identity against each filing.
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.