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ANCORA RETIREMENT PLAN ADVISORS, LLC
CRD 31256File 801-67475
APPROVED
Retail clients
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.53B
Above cohort median (national)
Discretionary AUM
$0
Non-discretionary $1.53B
Clients
157
161 accounts
Employees
41
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 19, 2007
- Principal office
- 6060 PARKLAND, SUITE 200, CLEVELAND, OH, 44124
- Phone
- 216-593-5090
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.53B
- Discretionary AUM
- $0
- Non-discretionary AUM
- $1.53B
- Discretionary accounts
- 0
- Non-discretionary accounts
- 161
- Total accounts
- 161
- AUM per client
- $9.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 150 | $1.49B |
| Charitable organizations | 3 | $40.2M |
| Individuals (other than high net worth individuals) | 4 | $1.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — REVENUE SHARING WITH FRS, AND ON CREDIT AND CASH MGMT SOLUTIONS
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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- 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.