ANCHOR INVESTMENT MANAGEMENT

Legal name: ANCHOR INVESTMENT MANAGEMENT, LLC

CRD 135296File 801-64338

APPROVED

Retail clients

Custody

Filing as of Mar 19, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$1.52B

Above cohort median (national)

Discretionary AUM

$1.51B

Non-discretionary $8.5M

Clients

810

2,159 accounts

Employees

Top 25% of cohort in SC

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: May 23, 2005
Principal office: 3205 DEVINE STREET, COLUMBIA, SC, 29205
Phone: 803-790-6654
Website: http://www.anchorim.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.52B
Discretionary AUM: $1.51B
Non-discretionary AUM: $8.5M
Discretionary accounts: 2,154
Non-discretionary accounts: 5
Total accounts: 2,159
AUM per client: $1.9M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	16	$41.3M
Charitable organizations	15	$22.0M
High net worth individuals	239	$1.09B
Pension and profit sharing plans	16	$61.4M
Individuals (other than high net worth individuals)	524	$280.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
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: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Aug 17, 2026	Clients	821	810	decreased by11
Apr 1, 2026	Employees	18	17	decreased by1
Apr 1, 2026	Clients	774	821	increased by47
Apr 1, 2026	AUM	$1,358,433,102	$1,515,803,797	increased by$157,370,695
Apr 1, 2026	Accounts	2,043	2,159	increased by116
May 1, 2025 vs Oct 1, 2022	Clients	607	774	increased by167
May 1, 2025 vs Oct 1, 2022	AUM	$1,087,635,156	$1,358,433,102	increased by$270,797,946
May 1, 2025 vs Oct 1, 2022	Accounts	1,660	2,043	increased by383
Apr 1, 2022	Employees	16	18	increased by2
Apr 1, 2022	Clients	602	607	increased by5
Apr 1, 2022	AUM	$906,297,986	$1,087,635,156	increased by$181,337,170
Apr 1, 2022	Accounts	1,635	1,660	increased by25
Sep 1, 2021	Employees	15	16	increased by1
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 “ANCHOR INVESTMENT” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ANCHOR INVESTMENT” 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.