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ANCHOR CAPITAL MANAGEMENT, LLC

ITHACA, NY · CRD 124600 · IAPD ↗ · anchorithaca.com · 607.272.0004

$61.2MRegulatory AUM
3Advisory reps
3Employees
3Clients
51-100Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
February 2026 — ANCHOR CAPITAL MANAGEMENT, LLC reports 51-100 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
58
March 2025 — ANCHOR CAPITAL MANAGEMENT, LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.