{
  "crd_number": 105540,
  "slug": "anchor-capital-advisors-llc-boston-ma-105540",
  "primary_business_name": "ANCHOR CAPITAL ADVISORS LLC",
  "legal_name": "ANCHOR CAPITAL ADVISORS LLC",
  "dbas": [],
  "city": "Boston",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1983-05-12",
  "years_registered": 43,
  "period": "2026-10-01",
  "filing_date": "2026-03-16",
  "carried_forward": false,
  "raum_total": 2373821053.0,
  "raum_discretionary": 2373821053.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 42,
  "advisory_employees": 15,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 696622563.0,
      "count": 5,
      "description": "WRAP SPONSOR"
    },
    "charitable": {
      "raum": 199578031.0,
      "count": 14
    },
    "individuals": {
      "raum": 122061923.0,
      "count": 175
    },
    "state_municipal": {
      "raum": 143640271.0,
      "count": 7
    },
    "pension_profit_sharing": {
      "raum": 175769201.0,
      "count": 15
    },
    "high_net_worth_individuals": {
      "raum": 1017657146.0,
      "count": 299
    },
    "corporations_other_businesses": {
      "raum": 18491918.0,
      "count": 9
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 1,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://anchorcapital.com",
    "https://linkedin.com/company/anchor-capital-advisors/posts?feedView=all"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/105540",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    }
  ],
  "city_as_filed": "BOSTON",
  "url": "https://advisorcensus.com/firm/anchor-capital-advisors-llc-boston-ma-105540",
  "display_name": "Anchor Capital Advisors LLC",
  "summary": "Anchor Capital Advisors LLC is an SEC-registered investment advisory firm in Boston, MA, registered since 1983, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 16, 2026.",
  "citation": "AdvisorCensus. Anchor Capital Advisors LLC (CRD 105540): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Anchor Capital Advisors LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Anchor Capital Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Anchor Capital Advisors LLC located?",
      "a": "Anchor Capital Advisors LLC's principal office is in Boston, MA, according to its Form ADV."
    },
    {
      "q": "Is Anchor Capital Advisors LLC registered with the SEC or a state?",
      "a": "Anchor Capital Advisors LLC is an SEC-registered investment advisory firm, registered since 1983. Status as filed: Approved. CRD 105540."
    },
    {
      "q": "How much does Anchor Capital Advisors LLC manage?",
      "a": "Anchor Capital Advisors LLC reports $2,373,821,053 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (100% discretionary)."
    },
    {
      "q": "How have Anchor Capital Advisors LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Anchor Capital Advisors LLC: Regulatory assets under management: $3,038,351,612 in the October 2021 data and $2,373,821,053 in the October 2026 data, down 22%. Total employees: 47 in October 2021 and 42 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Anchor Capital Advisors LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (299); individuals (other than high net worth individuals) (175); pension and profit sharing plans (but not the plan participants or government pension plans) (15)."
    },
    {
      "q": "Which custodians does Anchor Capital Advisors LLC use?",
      "a": "Anchor Capital Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Distributors Company LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Anchor Capital Advisors LLC report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/105540"
    },
    {
      "q": "What changed in Anchor Capital Advisors LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 13 to 15. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 3038351612.0,
      "total_employees": 47,
      "filing_date": "2021-03-08"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 3415082456.0,
      "total_employees": 47,
      "filing_date": "2022-03-15"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 2684023586.0,
      "total_employees": 48,
      "filing_date": "2023-03-10"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 2611786469.0,
      "total_employees": 46,
      "filing_date": "2024-03-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 2434135739.0,
      "total_employees": 45,
      "filing_date": "2025-03-19"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2373821053.0,
      "total_employees": 42,
      "filing_date": "2026-03-16"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 13 to 15.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Fidelity Distributors Company LLC",
      "name_as_filed": "FIDELITY DISTRIBUTORS COMPANY LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/anchor-capital-advisors-llc-boston-ma-105540.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 175,
      "fewer_than_5": false,
      "raum": 122061923.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 299,
      "fewer_than_5": false,
      "raum": 1017657146.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 15,
      "fewer_than_5": false,
      "raum": 175769201.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 14,
      "fewer_than_5": false,
      "raum": 199578031.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 7,
      "fewer_than_5": false,
      "raum": 143640271.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 9,
      "fewer_than_5": false,
      "raum": 18491918.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 5,
      "fewer_than_5": false,
      "raum": 696622563.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/105540",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}