ANCHOR CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2014

Total AUM

$61.2M

Discretionary

$61.2M

100% of AUM

Avg account

$874K

Accounts

Employees

Advisory reps

Firm details

Headquarters: ITHACA, New York
CRD number: 124600
Registered since: April 21, 2014
Website: www.anchorithaca.com
Custodians: CHARLES SCHWAB & CO., INC., UBS FINANCIAL SERVICES INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI61.73%
Individuals31.65%
Charitable Organizations6.62%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Anchor Capital Management, LLC is an independent registered investment adviser organized as an LLC and operating under individual ownership. Registered with the SEC since 2014, the firm serves both individual and family clients as well as institutional relationships, focusing on financial planning and portfolio management for individuals and small businesses. Its fee schedule includes percentage-of-AUM billing alongside hourly and fixed-fee engagements. Anchor identifies as an active ESG investor and reports roles as sponsor, general partner, or managing member of pooled investment vehicles, indicating involvement beyond purely third-party manager selection.