Wealth Manager
    Manages Private Funds

    Anthony Investment Management, LLC

    Registered investment advisor · Wheeling, West Virginia · CRD #161784

    Assets Under Management
    $74M
    Client Accounts
    224
    Employees
    1
    CRD Number
    161784
    Registration
    STATE Registered

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

    About Anthony Investment Management, LLC

    Anthony Investment Management, LLC is a registered investment advisory firm headquartered in Wheeling, West Virginia, managing approximately $74M in regulatory assets across 224 client accounts. The firm's full regulatory record is filed with the SEC under CRD #161784.

    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 Anthony Investment Management, LLC

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    Frequently Asked Questions

    What is Anthony Investment Management, LLC's AUM?

    Anthony Investment Management, LLC reports approximately $74M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Anthony Investment Management, LLC headquartered?

    Anthony Investment Management, LLC is headquartered in Wheeling, West Virginia.

    What is Anthony Investment Management, LLC's CRD number?

    Anthony Investment Management, LLC's CRD number is 161784. 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 Anthony Investment Management, LLC manage?

    Anthony Investment Management, LLC manages approximately 224 client accounts according to its latest SEC filing.

    Is Anthony Investment Management, LLC SEC registered?

    Anthony Investment Management, LLC is registered as a STATE investment adviser.

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