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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 Aug 17, 2026
Regulatory AUM
$1.52B
Above cohort median (national)
Discretionary AUM
$1.51B
Non-discretionary $8.5M
Clients
810
2,159 accounts
Employees
17
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
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 821 | 810 |
| 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.