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| Anchor Investment Management LLC
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|---|---|
| CRD # | 135296 |
| SEC # | 801-64338 |
| CIK # | 0001634149 |
| AUM | 1,515.8 M (2026-03-19) |
| Employees | 17 (59% Investors, 6% Brokers) |
| Fees | |
| Minimum | |
| Phone | 803-790-6654 |
| Address | 3205 Devine Street Columbia, SC 29205 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.0 | ||
| Apple Inc | 0.0 | ||
| Visa Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| First Citizens Bancshares Inc /DE/ | 0.0 | ||
| Johnson & Johnson | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| AbbVie Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 524 | 280.0 |
| (b) Individuals (high net worth individuals) | 239 | 1,093.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 16 | 61.4 |
| (h) Charitable organizations | 15 | 22.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 16 | 41.3 |
| (n) Other | 11 | 17.6 |
| Total | 2,159 | 1,515.8 |
| By Discretionary | ||
| Discretionary | 2,154 | 1,507.4 |
| Non-Discretionary | 5 | 8.5 |
| Total | 2,159 | 1,515.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,515.8 | |
| Total | 2,159 | 1,515.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001634149] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 3 |
| Serves | Retail |
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