ANCHOR INVESTMENT MANAGEMENT, LLC
Legal name: ANCHOR INVESTMENT MANAGEMENT
CRD #135296 SEC #801-64338 COLUMBIA, SC 803-790-6654
SEC Registered
Total AUM
$1.4B
Discretionary
$1.4B
Employees
18
Clients
1
Accounts
2,043
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $1.4B | $1.4B | $7.7M | 18 | 2 |
| Jun 2025 | $1.4B | $1.4B | $7.7M | 18 | 2 |
| Mar 2025 | $1.4B | $1.4B | $7.7M | 18 | 2 |
| Jan 2025 | $1.2B | $1.2B | $14.6M | 17 | 1 |
| Aug 2024 | $1.2B | $1.2B | $14.6M | 18 | 1 |
| Mar 2024 | $1.2B | $1.2B | $14.6M | 18 | 1 |
| Aug 2023 | $935.5M | $852.2M | $83.3M | 18 | 1 |
| Mar 2023 | $935.5M | $852.2M | $83.3M | 18 | 1 |
| Nov 2022 | $1.1B | $998.6M | $89M | 18 | 5 |
| Mar 2022 | $1.1B | $998.6M | $89M | 18 | 5 |
| Dec 2021 | $906.3M | $828.8M | $77.5M | 16 | 1 |
| Aug 2021 | $906.3M | $828.8M | $77.5M | 16 | 1 |
| Mar 2021 | $906.3M | $828.8M | $77.5M | 15 | 1 |
| Jul 2020 | $661.2M | $588.7M | $72.5M | 13 | 4 |
| Jun 2020 | $661.2M | $588.7M | $72.5M | 13 | 4 |
| Mar 2020 | $661.2M | $588.7M | $72.5M | 13 | 4 |
| Mar 2019 | $491M | $484.2M | $6.8M | 13 | 8 |
| Feb 2019 | $491M | $484.2M | $6.8M | 13 | 8 |
| Jul 2018 | $538.2M | $531.3M | $6.9M | 15 | 1 |
| Mar 2018 | $538.2M | $531.3M | $6.9M | 15 | 1 |
| Sep 2017 | $433.9M | $425.5M | $8.3M | 11 | 400 |
| Jun 2017 | $433.9M | $425.5M | $8.3M | 10 | 400 |
| Feb 2017 | $433.9M | $425.5M | $8.3M | 10 | 400 |
| Aug 2016 | $378.9M | $370.2M | $8.6M | 11 | 300 |
| Mar 2016 | $378.9M | $370.2M | $8.6M | 10 | 300 |
| Mar 2015 | $379.9M | $371.4M | $8.5M | 9 | 400 |
| Aug 2014 | $336.5M | $325.9M | $10.6M | 10 | 400 |
| Mar 2014 | $336.5M | $325.9M | $10.6M | 10 | 400 |
| Dec 2013 | $228M | $220M | $8.1M | 8 | 209 |
| Aug 2013 | $228M | $220M | $8.1M | 8 | 209 |
| Jul 2013 | $228M | $220M | $8.1M | 8 | 209 |
| Jul 2013 | $228M | $220M | $8.1M | 8 | 209 |
| Mar 2013 | $228M | $220M | $8.1M | 6 | 209 |
| Mar 2012 | $191.5M | $184.6M | $6.9M | 1 | 206 |
| Feb 2012 | $191.5M | $184.6M | $6.9M | 1 | 206 |
| Mar 2011 | $181.4M | $175.5M | $5.9M | 5 | -- |
| Jan 2011 | $105.2M | $103M | $2.2M | 5 | -- |
| Oct 2010 | $105.2M | $103M | $2.2M | 5 | -- |
| Jul 2010 | $105.2M | $103M | $2.2M | 5 | -- |
| Apr 2009 | $88.3M | $86.2M | $2.1M | 5 | -- |
| Mar 2008 | $116.5M | $115M | $1.5M | 5 | -- |
| Sep 2007 | $100M | $100M | $0 | 5 | -- |
| Sep 2007 | $100M | $100M | $0 | 5 | -- |
| Mar 2007 | $100M | $100M | $0 | 5 | -- |
| Feb 2006 | $85M | $85M | $0 | 5 | -- |
| May 2005 | $60M | $60M | $0 | 5 | -- |
| May 2005 | $60M | $60M | $0 | 5 | -- |
DateDec 2025
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$7.7M
Employees18
Clients2
DateJun 2025
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$7.7M
Employees18
Clients2
DateMar 2025
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$7.7M
Employees18
Clients2
DateJan 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$14.6M
Employees17
Clients1
DateAug 2024
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$14.6M
Employees18
Clients1
DateMar 2024
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$14.6M
Employees18
Clients1
DateAug 2023
Total AUM$935.5M
Discretionary$852.2M
Non-Disc.$83.3M
Employees18
Clients1
DateMar 2023
Total AUM$935.5M
Discretionary$852.2M
Non-Disc.$83.3M
Employees18
Clients1
DateNov 2022
Total AUM$1.1B
Discretionary$998.6M
Non-Disc.$89M
Employees18
Clients5
DateMar 2022
Total AUM$1.1B
Discretionary$998.6M
Non-Disc.$89M
Employees18
Clients5
DateDec 2021
Total AUM$906.3M
Discretionary$828.8M
Non-Disc.$77.5M
Employees16
Clients1
DateAug 2021
Total AUM$906.3M
Discretionary$828.8M
Non-Disc.$77.5M
Employees16
Clients1
DateMar 2021
Total AUM$906.3M
Discretionary$828.8M
Non-Disc.$77.5M
Employees15
Clients1
DateJul 2020
Total AUM$661.2M
Discretionary$588.7M
Non-Disc.$72.5M
Employees13
Clients4
DateJun 2020
Total AUM$661.2M
Discretionary$588.7M
Non-Disc.$72.5M
Employees13
Clients4
DateMar 2020
Total AUM$661.2M
Discretionary$588.7M
Non-Disc.$72.5M
Employees13
Clients4
DateMar 2019
Total AUM$491M
Discretionary$484.2M
Non-Disc.$6.8M
Employees13
Clients8
DateFeb 2019
Total AUM$491M
Discretionary$484.2M
Non-Disc.$6.8M
Employees13
Clients8
DateJul 2018
Total AUM$538.2M
Discretionary$531.3M
Non-Disc.$6.9M
Employees15
Clients1
DateMar 2018
Total AUM$538.2M
Discretionary$531.3M
Non-Disc.$6.9M
Employees15
Clients1
DateSep 2017
Total AUM$433.9M
Discretionary$425.5M
Non-Disc.$8.3M
Employees11
Clients400
DateJun 2017
Total AUM$433.9M
Discretionary$425.5M
Non-Disc.$8.3M
Employees10
Clients400
DateFeb 2017
Total AUM$433.9M
Discretionary$425.5M
Non-Disc.$8.3M
Employees10
Clients400
DateAug 2016
Total AUM$378.9M
Discretionary$370.2M
Non-Disc.$8.6M
Employees11
Clients300
DateMar 2016
Total AUM$378.9M
Discretionary$370.2M
Non-Disc.$8.6M
Employees10
Clients300
DateMar 2015
Total AUM$379.9M
Discretionary$371.4M
Non-Disc.$8.5M
Employees9
Clients400
DateAug 2014
Total AUM$336.5M
Discretionary$325.9M
Non-Disc.$10.6M
Employees10
Clients400
DateMar 2014
Total AUM$336.5M
Discretionary$325.9M
Non-Disc.$10.6M
Employees10
Clients400
DateDec 2013
Total AUM$228M
Discretionary$220M
Non-Disc.$8.1M
Employees8
Clients209
DateAug 2013
Total AUM$228M
Discretionary$220M
Non-Disc.$8.1M
Employees8
Clients209
DateJul 2013
Total AUM$228M
Discretionary$220M
Non-Disc.$8.1M
Employees8
Clients209
DateJul 2013
Total AUM$228M
Discretionary$220M
Non-Disc.$8.1M
Employees8
Clients209
DateMar 2013
Total AUM$228M
Discretionary$220M
Non-Disc.$8.1M
Employees6
Clients209
DateMar 2012
Total AUM$191.5M
Discretionary$184.6M
Non-Disc.$6.9M
Employees1
Clients206
DateFeb 2012
Total AUM$191.5M
Discretionary$184.6M
Non-Disc.$6.9M
Employees1
Clients206
DateMar 2011
Total AUM$181.4M
Discretionary$175.5M
Non-Disc.$5.9M
Employees5
Clients--
DateJan 2011
Total AUM$105.2M
Discretionary$103M
Non-Disc.$2.2M
Employees5
Clients--
DateOct 2010
Total AUM$105.2M
Discretionary$103M
Non-Disc.$2.2M
Employees5
Clients--
DateJul 2010
Total AUM$105.2M
Discretionary$103M
Non-Disc.$2.2M
Employees5
Clients--
DateApr 2009
Total AUM$88.3M
Discretionary$86.2M
Non-Disc.$2.1M
Employees5
Clients--
DateMar 2008
Total AUM$116.5M
Discretionary$115M
Non-Disc.$1.5M
Employees5
Clients--
DateSep 2007
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees5
Clients--
DateSep 2007
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$85M
Discretionary$85M
Non-Disc.$0
Employees5
Clients--
DateMay 2005
Total AUM$60M
Discretionary$60M
Non-Disc.$0
Employees5
Clients--
DateMay 2005
Total AUM$60M
Discretionary$60M
Non-Disc.$0
Employees5
Clients--