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Anchor Investment Management, LLC

● SEC registered since 2005CRD 135296SEC# 801-64338Columbia, SC
Export (members)
Reg. AUM
$1.52B
Employees
17
Accounts
2,159
Location
Columbia, SC

Anchor Investment Management, LLC assets under management

Anchor Investment Management, LLC is an SEC-registered investment adviser based in Columbia, SC. The firm has been registered since 2005. It reports $1.5 billion in regulatory assets under management and employs 17 people.

Anchor Investment Management, LLC owners & executives

6 reported
NameTitleOwnershipSince
Charles Walker WilliamsPrincipal5-10%2020
John Heslep Moorman ControlPrincipal10-25%2004
Joy Jones WatkinsPrincipal10-25%2018
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Frequently asked questions

How much does Anchor Investment Management, LLC manage?

Anchor Investment Management, LLC reports $1.5 billion in regulatory assets under management on its Form ADV.

How many employees does Anchor Investment Management, LLC have?

Anchor Investment Management, LLC reports 17 employees.

Where is Anchor Investment Management, LLC located?

Anchor Investment Management, LLC is based in Columbia, SC and has been SEC-registered since 2005.

Does Anchor Investment Management, LLC disclose fund performance?

Anchor Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3205 Devine Street, Columbia, SC 29205
Phone803-790-6654
Fax803-790-6651
Office hours9:00a.m.-5:00p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Regulatory AUM

$1.52B▲ 29%
Jan '25 — $1.17BFeb '25 — $1.17BMar '25 — $1.36BApr '25 — $1.36BMay '25 — $1.36BJun '25 — $1.36BJul '25 — $1.36BAug '25 — $1.36BSep '25 — $1.36BOct '25 — $1.36BNov '25 — $1.36BDec '25 — $1.36BJan '26 — $1.36BFeb '26 — $1.36BMar '26 — $1.52BApr '26 — $1.52BMay '26 — $1.52BJun '26 — $1.52B
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 26%
Larger than 74% of 16,271 advisers
EmployeesTop 28%
More than 72% of 16,825 advisers

Assets under management

$1.52Bregulatory AUM
Discretionary $1.51BNon-discretionary $8.5M