ANCHOR FINANCIAL

Overview

Anchor Financial is a small, privately owned limited liability company that serves individual and family clients. The firm operates as a capital allocator and provides discretionary portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. Its fee model includes a percentage-of-AUM component plus other fees. Anchor Financial is not identified as an active ESG investor and does not report multi-state adviser status. Investment emphasis leans toward publicly traded equities and liquid pooled products, supplemented by allocations to third‑party alternative managers in the real estate sector. The firm custodizes client assets through Charles Schwab & Co., Inc.

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Public Holdings

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Location & Offices