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ANCOR CAPITAL PARTNERS

SOUTHLAKE, TX · CRD 210524 · IAPD ↗ · ancorcapital.com · (817) 877-4458

$458.4MRegulatory AUM
8Advisory reps
9Employees
0Clients
0Planning clients
12Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

50
April 2026 — ANCOR CAPITAL PARTNERS reported RAUM up 40% ($328.0M -> $458.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
53
April 2025 — ANCOR CAPITAL PARTNERS now reports custody of client assets ($329.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
58
April 2025 — ANCOR CAPITAL PARTNERS reported RAUM up 81% ($181.1M -> $328.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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