SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Anchor Capital Advisors LLC
Boston, MA
CRD 105540
Firm filing updated March 16, 2026 ·
- $2.4BAssets
- 524Clients
- 15Advisory staff
- 2,632Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals299
- Individuals175
- Pension and profit sharing plans15
- Charities14
- Corporations or other businesses9
- and 1 more7
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 175 | $122.1 million |
| High net worth individuals | 299 | $1.0 billion |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 15 | $175.8 million |
| Charitable organizations | 14 | $199.6 million |
| State or municipal government entities (including government pension plans) | 7 | $143.6 million |
| Corporations or other businesses not listed above | 9 | $18.5 million |
| Other: "WRAP SPONSOR" | 5 | $696.6 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 5 services
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$2.4 billion
- Accounts2,632
- DiscretionaryAll accounts
People
- Employees42
- Advisory staff15
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients51 to 100
Advisors
9 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 105540, SEC file 801-18930.
- Registered with the SEC as an investment advisor (status date on record: May 12, 1983).
Is Anchor Capital Advisors LLC a fiduciary?
Short answer: Anchor Capital Advisors LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.