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ANCHOR INVESTMENT MANAGEMENT
ANCHOR INVESTMENT MANAGEMENT, LLC
CRD 135296 · SEC 801-64338
3205 DEVINE STREET, COLUMBIA, SC, 29205, United States
Phone
803-790-6654
Fax
803-790-6651
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.52B
Discretionary AUM
$1.51B
Team
17 total employees; 10 advisory reps; 3 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)RETIREMENT PLAN CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 524 | $280.0M |
| High net worth individuals | 239 | $1.09B |
| Pension/profit sharing plans | 16 | $61.4M |
| Charitable organizations | 15 | $22.0M |
| Corporations/business entities | 16 | $41.3M |
States served
CA, GA, LA, NE, NC, SC, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD