ANCHOR INVESTMENT MANAGEMENT
Firm details
- Headquarters
- COLUMBIA, South Carolina
- CRD number
- 135296
- Registered since
- May 23, 2005
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI72.13%
- Individuals18.47%
- Pension & Profit Sharing Plans4.05%
- Corporations / Businesses2.73%
- Charitable Organizations1.45%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Anchor Investment Management is an independent registered investment adviser organized as an LLC and operating under individual ownership. The firm has been SEC-registered since 2005 and serves both individual/family and institutional clients. Its advisory work centers on financial planning and discretionary portfolio management for individuals and small businesses. Anchor bills clients on a percentage-of-AUM basis and also uses fixed fees for certain engagements. The firm appears to act as a direct portfolio manager rather than as a capital allocator to external strategies. It does not identify as an active ESG investor and is not registered as a multi-state or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities63%
- Public Funds/Mutual Funds27%
- Cash & Cash Equivalents7%
- US Government Bonds1%
- State & Local Bonds1%
Contacts
3 of 9JOHN MOORMAN
PrincipalCRD 1564791
MARGARET PENDER
PrincipalCRD 4964815
Robert Norman
Investment AssociateCRD 7196083
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 398Active vs passive
$390M in ETFs
91%
$356M
6%
$33.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP ETF (SCHX) | Schwab | Passive | Large Blend | $30.6M | 1,193,362 | 7.85% |
Location
COLUMBIA, SC
RICHLAND
Location
COLUMBIA, SC
Headquartered in COLUMBIA, SC, anchoring the Columbia-Orangeburg-Newberry, SC metro in the South.
- Metro area
- Columbia-Orangeburg-Newberry, SC
- Region
- South
- County
- RICHLAND
- Address
- 3205 Devine St
- Time zone
- ET (UTC-5)
- Office locations
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