# Anchor Investment Management

> Anchor Investment Management is an SEC-registered investment advisory firm in Columbia, SC, registered since 2005, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 19, 2026.

- CRD: 135296
- Filed as: ANCHOR INVESTMENT MANAGEMENT
- Legal name: Anchor Investment Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Columbia, SC
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/135296
- AdvisorCensus page: https://advisorcensus.com/firm/anchor-investment-management-columbia-sc-135296

## Quick answers

**How is Anchor Investment Management compensated?**
On its Form ADV (Item 5.E, October 2026), Anchor Investment Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Anchor Investment Management located?**
Anchor Investment Management's principal office is in Columbia, SC, according to its Form ADV.

**Is Anchor Investment Management registered with the SEC or a state?**
Anchor Investment Management is an SEC-registered investment advisory firm, registered since 2005. Status as filed: Approved. CRD 135296.

**How much does Anchor Investment Management manage?**
Anchor Investment Management reports $1,515,803,797 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (99% discretionary).

**How have Anchor Investment Management's assets and staff changed since 2021?**
In the Form ADV data for Anchor Investment Management: Regulatory assets under management: $906,297,986 in the October 2021 data and $1,515,803,797 in the October 2026 data, up 67%. Total employees: 16 in October 2021 and 17 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Anchor Investment Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (524); high net worth individuals (239); pension and profit sharing plans (but not the plan participants or government pension plans) (16).

**Which custodians does Anchor Investment Management use?**
Anchor Investment Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Anchor Investment Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/135296

**What changed in Anchor Investment Management's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $1,358,433,102 to $1,515,803,797 (+12%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,515,803,797
- Discretionary: $1,507,350,064
- Non-discretionary: $8,453,733

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 524 | $280,044,218 |
| High net worth individuals | 239 | $1,093,422,850 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 16 | $61,406,882 |
| Charitable organizations | 15 | $22,024,897 |
| Corporations or other businesses not listed above | 16 | $41,345,658 |
| Other | 11 | $17,559,292 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2005 (21 years)
- Employees: 17 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, GA, LA, NC, NE, NH, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- anchorim.com
- anchorinvestmentmanagement.com
- LinkedIn @anchor-investment-management-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $906,297,986 | 16 | August 2, 2021 |
| October 2022 | $1,087,635,156 | 18 | March 22, 2022 |
| October 2023 | $935,530,524 | 18 | August 14, 2023 |
| October 2024 | $1,171,606,070 | 18 | August 15, 2024 |
| October 2025 | $1,358,433,102 | 18 | June 23, 2025 |
| October 2026 | $1,515,803,797 | 17 | March 19, 2026 |

Regulatory assets under management: $906,297,986 in the October 2021 data and $1,515,803,797 in the October 2026 data, up 67%.
Total employees: 16 in October 2021 and 17 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $1,358,433,102 to $1,515,803,797 (+12%).

### January 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Anchor Investment Management (CRD 135296): Form ADV filing data as of October 2026.