# Silver Anchor Financial, LLC

> Silver Anchor Financial, LLC is a state-registered investment advisory firm, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 15, 2026.

- CRD: 330147
- Filed as: SILVER ANCHOR FINANCIAL, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: February 15, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/330147
- AdvisorCensus page: https://advisorcensus.com/firm/silver-anchor-financial-llc-330147

## Quick answers

**How is Silver Anchor Financial, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Silver Anchor Financial, LLC 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.

**Is Silver Anchor Financial, LLC registered with the SEC or a state?**
Silver Anchor Financial, LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 330147.

**How much does Silver Anchor Financial, LLC manage?**
Silver Anchor Financial, LLC reports $97,704,452 in regulatory assets under management in its Form ADV filing dated February 15, 2026 (30% discretionary).

**What types of clients does Silver Anchor Financial, LLC serve?**
By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (54); individuals (other than high net worth individuals) (49); high net worth individuals (14).

**Does Silver Anchor Financial, 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/330147

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $97,704,452
- Discretionary: $29,691,173
- Non-discretionary: $68,013,279

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 49 | $8,672,333 |
| High net worth individuals | 14 | $16,377,979 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 54 | $72,654,140 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MA, NV, NY, RI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Silver Anchor Financial, LLC (CRD 330147): Form ADV filing data as of October 2026.