# Anchor Wealth Advisor

> Anchor Wealth Advisor is a state-registered investment advisory firm, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 24, 2026.

- CRD: 335747
- Filed as: ANCHOR WEALTH ADVISOR
- Legal name: KPA, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Ohio
- Filing period: October 2026
- Form ADV filing dated: February 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/335747
- AdvisorCensus page: https://advisorcensus.com/firm/anchor-wealth-advisor-335747

## Quick answers

**How is Anchor Wealth Advisor compensated?**
On its Form ADV (Item 5.E, October 2026), Anchor Wealth Advisor reports these compensation arrangements: a percentage of assets under its management; other.

**Is Anchor Wealth Advisor registered with the SEC or a state?**
Anchor Wealth Advisor is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 335747.

**How much does Anchor Wealth Advisor manage?**
Anchor Wealth Advisor reports $23,677,000 in regulatory assets under management in its Form ADV filing dated February 24, 2026 (100% discretionary).

**What types of clients does Anchor Wealth Advisor serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (11); individuals (other than high net worth individuals) (3).

**Does Anchor Wealth Advisor report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/335747

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Regulatory assets under management (Item 5.F)
- Total: $23,677,000
- Discretionary: $23,677,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 3 | $1,985,000 |
| High net worth individuals | 11 | $21,692,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- anchor-advisor.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Anchor Wealth Advisor (CRD 335747): Form ADV filing data as of October 2026.