# Anchory, LLC

> Anchory, LLC is a state-registered investment advisory firm, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 24, 2026.

- CRD: 293701
- Filed as: ANCHORY, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Texas
- Filing period: October 2026
- Form ADV filing dated: April 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/293701
- AdvisorCensus page: https://advisorcensus.com/firm/anchory-llc-293701

## Quick answers

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

**Is Anchory, LLC registered with the SEC or a state?**
Anchory, LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 293701.

**How much does Anchory, LLC manage?**
Anchory, LLC reports $6,427,843 in regulatory assets under management in its Form ADV filing dated April 24, 2026 (100% discretionary).

**What types of clients does Anchory, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (6); high net worth individuals (5).

**Does Anchory, LLC 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/293701

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $6,427,843
- Discretionary: $6,427,843
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $429,467 |
| High net worth individuals | 5 | $5,998,376 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- anchory.com
- Facebook @AnchoryFinancial
- Instagram @anchoryfinancial
- LinkedIn @anchory
- LinkedIn @niels-buksik-cfp®-89669023
- X @WeAreAnchory

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Anchory, LLC (CRD 293701): Form ADV filing data as of October 2026.