# Anthem Asset Management

> Anthem Asset Management is a state-registered investment advisory firm in Glastonbury, CT, registered since 2006, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 22, 2026.

- CRD: 136271
- Filed as: ANTHEM ASSET MANAGEMENT
- Legal name: Anthem Asset Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Glastonbury, CT
- Filing period: October 2026
- Form ADV filing dated: May 22, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/136271
- AdvisorCensus page: https://advisorcensus.com/firm/anthem-asset-management-glastonbury-ct-136271

## Quick answers

**How is Anthem Asset Management compensated?**
On its Form ADV (Item 5.E, October 2026), Anthem Asset Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees.

**Where is Anthem Asset Management located?**
Anthem Asset Management's principal office is in Glastonbury, CT, according to its Form ADV.

**Is Anthem Asset Management registered with the SEC or a state?**
Anthem Asset Management is a state-registered investment advisory firm, registered since 2006. Status as filed: APPROVED. CRD 136271.

**How much does Anthem Asset Management manage?**
Anthem Asset Management reports $10,500,000 in regulatory assets under management in its Form ADV filing dated May 22, 2026 (100% discretionary).

**What types of clients does Anthem Asset Management serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1).

**Does Anthem Asset Management 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/136271

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $10,500,000
- Discretionary: $10,500,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $10,500,000 |

### Advisory services (Item 5.G)
- Other

### Firm details
- Registered since: 2006 (20 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Anthem Asset Management (CRD 136271): Form ADV filing data as of October 2026.