ANCORA ADVISORS LLC
CRD #124674 SEC #801-61770 MAYFIELD HEIGHTS, OH 216-825-4000
SEC Registered Disclosures
Total AUM
$4.5B
Discretionary
$2.5B
Employees
60
Clients
--
Accounts
313
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $4.5B | $2.5B | $1.9B | 60 | 0 |
| Dec 2024 | $4.3B | $2B | $2.4B | 60 | 0 |
| Apr 2024 | $4.3B | $2B | $2.4B | 60 | 0 |
| Mar 2024 | $4.3B | $2B | $2.4B | 60 | 0 |
| Sep 2023 | $4.1B | $2.2B | $1.8B | 60 | 0 |
| Sep 2023 | $4.1B | $2.2B | $1.8B | 60 | 0 |
| Sep 2023 | $4.1B | $2.2B | $1.8B | 60 | 0 |
| Mar 2023 | $4.1B | $2.2B | $1.8B | 60 | 0 |
| Mar 2022 | $5.4B | $3.1B | $2.3B | 60 | 301 |
| Oct 2021 | $6.2B | $3.8B | $2.4B | 67 | 328 |
| Mar 2021 | $6.2B | $3.8B | $2.4B | 67 | 328 |
| Jun 2020 | $5.7B | $3.1B | $2.6B | 64 | 330 |
| Mar 2020 | $5.7B | $3.1B | $2.6B | 64 | 330 |
| Mar 2019 | $4.6B | $2.8B | $1.8B | 50 | 290 |
| Mar 2018 | $4.6B | $2.9B | $1.7B | 45 | 291 |
| Mar 2018 | $4.6B | $2.9B | $1.7B | 45 | 291 |
| Jul 2017 | $3.7B | $2.3B | $1.4B | 43 | 300 |
| Mar 2017 | $3.7B | $2.3B | $1.4B | 43 | 300 |
| Mar 2016 | $3.6B | $2.2B | $1.4B | 38 | 800 |
| Feb 2016 | $3.6B | $2.2B | $1.3B | 37 | 800 |
| Oct 2015 | $3.6B | $2.2B | $1.3B | 37 | 800 |
| Apr 2015 | $3.6B | $2.2B | $1.3B | 37 | 800 |
| Mar 2015 | $3.6B | $2.2B | $1.3B | 37 | 800 |
| Jan 2015 | $3.1B | $1.8B | $1.3B | 35 | 700 |
| Jul 2014 | $3.1B | $1.8B | $1.3B | 35 | 700 |
| Jul 2014 | $3.1B | $1.8B | $1.3B | 35 | 700 |
| Apr 2014 | $3.1B | $1.8B | $1.3B | 35 | 700 |
| Mar 2014 | $3.1B | $1.8B | $1.3B | 35 | 700 |
| Apr 2013 | $2.8B | $1.5B | $1.3B | 32 | 600 |
| Mar 2013 | $2.8B | $1.5B | $1.3B | 32 | 600 |
| Apr 2012 | $3.6B | $1.5B | $2.1B | 11 | 500 |
| Apr 2012 | $3.6B | $1.5B | $2.1B | 11 | 500 |
| Mar 2012 | $3.6B | $1.5B | $2.1B | 11 | 500 |
| Jul 2011 | $2.6B | $1.5B | $1.1B | -- | -- |
| Apr 2011 | $2.6B | $1.5B | $1.1B | -- | -- |
| Mar 2010 | $2.5B | $1.5B | $983.1M | -- | -- |
| Mar 2007 | $945.8M | $912.4M | $33.3M | 10 | -- |
| Sep 2005 | $124.4M | $124.4M | $0 | 5 | -- |
DateMar 2025
Total AUM$4.5B
Discretionary$2.5B
Non-Disc.$1.9B
Employees60
Clients0
DateDec 2024
Total AUM$4.3B
Discretionary$2B
Non-Disc.$2.4B
Employees60
Clients0
DateApr 2024
Total AUM$4.3B
Discretionary$2B
Non-Disc.$2.4B
Employees60
Clients0
DateMar 2024
Total AUM$4.3B
Discretionary$2B
Non-Disc.$2.4B
Employees60
Clients0
DateSep 2023
Total AUM$4.1B
Discretionary$2.2B
Non-Disc.$1.8B
Employees60
Clients0
DateSep 2023
Total AUM$4.1B
Discretionary$2.2B
Non-Disc.$1.8B
Employees60
Clients0
DateSep 2023
Total AUM$4.1B
Discretionary$2.2B
Non-Disc.$1.8B
Employees60
Clients0
DateMar 2023
Total AUM$4.1B
Discretionary$2.2B
Non-Disc.$1.8B
Employees60
Clients0
DateMar 2022
Total AUM$5.4B
Discretionary$3.1B
Non-Disc.$2.3B
Employees60
Clients301
DateOct 2021
Total AUM$6.2B
Discretionary$3.8B
Non-Disc.$2.4B
Employees67
Clients328
DateMar 2021
Total AUM$6.2B
Discretionary$3.8B
Non-Disc.$2.4B
Employees67
Clients328
DateJun 2020
Total AUM$5.7B
Discretionary$3.1B
Non-Disc.$2.6B
Employees64
Clients330
DateMar 2020
Total AUM$5.7B
Discretionary$3.1B
Non-Disc.$2.6B
Employees64
Clients330
DateMar 2019
Total AUM$4.6B
Discretionary$2.8B
Non-Disc.$1.8B
Employees50
Clients290
DateMar 2018
Total AUM$4.6B
Discretionary$2.9B
Non-Disc.$1.7B
Employees45
Clients291
DateMar 2018
Total AUM$4.6B
Discretionary$2.9B
Non-Disc.$1.7B
Employees45
Clients291
DateJul 2017
Total AUM$3.7B
Discretionary$2.3B
Non-Disc.$1.4B
Employees43
Clients300
DateMar 2017
Total AUM$3.7B
Discretionary$2.3B
Non-Disc.$1.4B
Employees43
Clients300
DateMar 2016
Total AUM$3.6B
Discretionary$2.2B
Non-Disc.$1.4B
Employees38
Clients800
DateFeb 2016
Total AUM$3.6B
Discretionary$2.2B
Non-Disc.$1.3B
Employees37
Clients800
DateOct 2015
Total AUM$3.6B
Discretionary$2.2B
Non-Disc.$1.3B
Employees37
Clients800
DateApr 2015
Total AUM$3.6B
Discretionary$2.2B
Non-Disc.$1.3B
Employees37
Clients800
DateMar 2015
Total AUM$3.6B
Discretionary$2.2B
Non-Disc.$1.3B
Employees37
Clients800
DateJan 2015
Total AUM$3.1B
Discretionary$1.8B
Non-Disc.$1.3B
Employees35
Clients700
DateJul 2014
Total AUM$3.1B
Discretionary$1.8B
Non-Disc.$1.3B
Employees35
Clients700
DateJul 2014
Total AUM$3.1B
Discretionary$1.8B
Non-Disc.$1.3B
Employees35
Clients700
DateApr 2014
Total AUM$3.1B
Discretionary$1.8B
Non-Disc.$1.3B
Employees35
Clients700
DateMar 2014
Total AUM$3.1B
Discretionary$1.8B
Non-Disc.$1.3B
Employees35
Clients700
DateApr 2013
Total AUM$2.8B
Discretionary$1.5B
Non-Disc.$1.3B
Employees32
Clients600
DateMar 2013
Total AUM$2.8B
Discretionary$1.5B
Non-Disc.$1.3B
Employees32
Clients600
DateApr 2012
Total AUM$3.6B
Discretionary$1.5B
Non-Disc.$2.1B
Employees11
Clients500
DateApr 2012
Total AUM$3.6B
Discretionary$1.5B
Non-Disc.$2.1B
Employees11
Clients500
DateMar 2012
Total AUM$3.6B
Discretionary$1.5B
Non-Disc.$2.1B
Employees11
Clients500
DateJul 2011
Total AUM$2.6B
Discretionary$1.5B
Non-Disc.$1.1B
Employees--
Clients--
DateApr 2011
Total AUM$2.6B
Discretionary$1.5B
Non-Disc.$1.1B
Employees--
Clients--
DateMar 2010
Total AUM$2.5B
Discretionary$1.5B
Non-Disc.$983.1M
Employees--
Clients--
DateMar 2007
Total AUM$945.8M
Discretionary$912.4M
Non-Disc.$33.3M
Employees10
Clients--
DateSep 2005
Total AUM$124.4M
Discretionary$124.4M
Non-Disc.$0
Employees5
Clients--