Wealth Manager
    SEC Registered
    Manages Private Funds

    Anchor Investment Management

    Registered investment advisor · Columbia, South Carolina · CRD #135296

    Assets Under Management
    $1.5B
    Client Accounts
    2,159
    Employees
    17
    CRD Number
    135296
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Anchor Investment Management

    Anchor Investment Management is a boutique Registered Investment Adviser based in Columbia, South Carolina, offering custom financial services. It focuses on balancing personal and financial goals for clients. The firm is registered with the SEC under CRD #135296.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Anchor Investment Management

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    Frequently Asked Questions

    What is Anchor Investment Management's AUM?

    Anchor Investment Management reports approximately $1.5B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Anchor Investment Management headquartered?

    Anchor Investment Management is headquartered in Columbia, South Carolina.

    What is Anchor Investment Management's CRD number?

    Anchor Investment Management's CRD number is 135296. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Anchor Investment Management manage?

    Anchor Investment Management manages approximately 2,159 client accounts according to its latest SEC filing.

    Is Anchor Investment Management SEC registered?

    Yes, Anchor Investment Management is registered with the SEC as an investment adviser with an approved registration status.

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