Anchor Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Ithaca, NY. Its latest Form ADV filing, dated April 15, 2026, reports $61M in regulatory assets under management, 3 employees, and 70 accounts.
Assets Under Management
$61M
Employees
3
Offices
--
Total Clients
70
Primary office
ITHACA, NY
323 TAUGHANNOCK BOULEVARD, #8, ITHACA, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 75.7% of total clients.
Top client categories% of clientsClients
1
HNWI
75.7%
53
2
Individuals
22.9%
16
3
Charitable
1.4%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$61Mas of April 15, 2026
Discretionary100.0%
$61M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$61M
Total Accounts70
10Y AUM Change+$24M (+65.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee23:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.