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ANCHOR INVESTMENT MANAGEMENT

COLUMBIA, SC · CRD 135296 · IAPD ↗ · 803-790-6654

$1.52BRegulatory AUM
10Advisory reps
17Employees
3Clients
1-10Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
July 2025 — ANCHOR INVESTMENT MANAGEMENT notice-filed in CA, LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
72
April 2025 — ANCHOR INVESTMENT MANAGEMENT grew from 8 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
April 2024 — ANCHOR INVESTMENT MANAGEMENT crossed $1B in regulatory AUM ($935.5M -> $1.17B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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