{"url":"https://nivawealth.com/firms/anchor-health-capital-309949","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/309949","regulatoryAum":166049154,"crd":"309949","history":[{"filedOn":"2021-07-27","regulatoryAum":117692280,"clients":10,"employees":9,"offices":2},{"filedOn":"2022-05-06","regulatoryAum":177837462,"clients":11,"employees":9,"offices":1},{"filedOn":"2023-05-25","regulatoryAum":184123452,"clients":14,"employees":10,"offices":1},{"filedOn":"2024-04-29","regulatoryAum":165482379,"clients":14,"employees":11,"offices":1},{"filedOn":"2025-02-25","regulatoryAum":159584053,"clients":13,"employees":10,"offices":1},{"filedOn":"2026-03-27","regulatoryAum":166049154,"clients":9,"employees":8,"offices":1}],"secFileNumber":"801-119567","legalName":"Anchor Health Capital, LLC","displayName":"Anchor Health Capital","slug":"anchor-health-capital-309949","website":"https://anchorhealthcapital.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/309949/76e81b5ae53e3270-r1.webp","tone":"light","width":958,"height":200,"sourceUrl":"https://www.anchorhealthcapital.com/","sourceLabel":"Anchor Health Capital, LLC, website"},"classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"linkedinUrl":"http://www.linkedin.com/company/anchor-health-capital","founded":null,"organization":"Tennessee limited liability company","fiscalYearEnd":"December","headquarters":{"street":"832 Georgia Ave., Suite 221","city":"Chattanooga","state":"TN","stateName":"Tennessee","country":"United States","postalCode":"37402"},"tradeNames":["Chestnut Funds"],"registration":{"secApproved":"1 October 2020","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":8,"advisory":5,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":166049154,"discretionary":166049154,"discretionaryAccounts":9,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":9,"regulatoryAum":166049154}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Anchor Health Capital has custody of client assets.","otherCustodians":[],"leadership":[{"name":"John Watson","title":"President and Member","crd":"7274365"},{"name":"John Watson","title":"Chief Compliance Officer","crd":"7274365"},{"name":"Benjamin Ochs","title":"Director","crd":"8218279"},{"name":"Jacob Robbins","title":"Director","crd":"8218286"}],"ownership":[{"label":"John Watson","detail":"President and member in the 10% to 25% ownership band and a control person, since September 2015. Also chief compliance officer in the 10% to 25% ownership band and a control person, since October 2024."},{"label":"Anchor Chestnut Holdings, LLC","detail":"Member in the 75% or more ownership band and a control person, since January 2026."},{"label":"Anchor Health Partners, LLC","detail":"Indirect owner: a member of Anchor Chestnut Holdings, LLC in the 75% or more band and a control person, since November 2025.","parent":"Anchor Chestnut Holdings, LLC"},{"label":"Sunstone Real Estate, LP Series B","detail":"Indirect owner: a member of Anchor Health Partners, LLC in the 25% to 50% band, since September 2022.","parent":"Anchor Health Partners, LLC"},{"label":"Anchor Newco Member, LLC","detail":"Indirect owner: a member of Anchor Health Partners, LLC in the 50% to 75% band, since September 2022.","parent":"Anchor Health Partners, LLC"},{"label":"Sunsuper Pty LTD","detail":"Indirect owner: a trustee of Sunstone Real Estate, LP Series B in the 75% or more band, since July 2020.","parent":"Sunstone Real Estate, LP Series B"},{"label":"Anchor Ventures, L.L.C.","detail":"Indirect owner: a shareholder of class a ownership of Anchor Newco Member, LLC in the 75% or more band, since April 2016.","parent":"Anchor Newco Member, LLC"},{"label":"Benjamin Ochs","detail":"Indirect owner: a member of Anchor Ventures, L.L.C. in the 50% to 75% band and a control person, since April 2016. Also a member of Anchor Realty Holdings LLC Series 2 in the 25% to 50% band and a control person, since May 2021. Also a member of Anchor Realty Holdings LLC Series 3 in the 25% to 50% band and a control person, since September 2023. Also a member of Anchor Realty Holdings LLC Series 4 in the 50% to 75% band and a control person, since December 2025. Also a member of Anchor Newco Holdings, LLC \"Cap Co Series 1\" in the 25% to 50% band and a control person, since September 2021. Also a member of Anchor Newco Holdings 2, LLC \"Cap Co Series 2\" in the 25% to 50% band and a control person, since September 2023. Also a member of Anchor Newco Holdings 3, LLC \"Cap Co Series 3\" in the 50% to 75% band and a control person, since December 2025.","parent":"Anchor Ventures, L.L.C."},{"label":"Anchor Realty Holdings LLC Series 2","detail":"Indirect owner: a shareholder of class b ownership of Anchor Newco Member, LLC in the 75% or more band, since May 2021.","parent":"Anchor Newco Member, LLC"},{"label":"James Schmid","detail":"Indirect owner: a member of Anchor Realty Holdings LLC Series 2 in the 25% to 50% band, since May 2021. Also a member of Anchor Realty Holdings LLC Series 3 in the 25% to 50% band, since September 2023. Also a member of Anchor Newco Holdings, LLC \"Cap Co Series 1\" in the 25% to 50% band, since September 2021. Also a member of Anchor Newco Holdings 2, LLC \"Cap Co Series 2\" in the 25% to 50% band, since September 2023.","parent":"Anchor Realty Holdings LLC Series 2"},{"label":"Anchor Realty Holdings LLC Series 3","detail":"Indirect owner: a shareholder of class b ownership of Anchor Newco Member, LLC in the 75% or more band, since September 2023.","parent":"Anchor Newco Member, LLC"},{"label":"Anchor Realty Holdings LLC Series 4","detail":"Indirect owner: a shareholder of class b ownership of Anchor Newco Member, LLC in the 75% or more band, since December 2025.","parent":"Anchor Newco Member, LLC"},{"label":"Anchor Newco Holdings 2, LLC \"Cap Co Series 2\"","detail":"Indirect owner: a shareholder of class c ownership of Anchor Newco Member, LLC in the 75% or more band, since September 2023.","parent":"Anchor Newco Member, LLC"},{"label":"Anchor Newco Holdings, LLC \"Cap Co Series 1\"","detail":"Indirect owner: a shareholder of class c ownership of Anchor Newco Member, LLC in the 75% or more band, since September 2021.","parent":"Anchor Newco Member, LLC"},{"label":"Anchor Newco Holdings 3, LLC \"Cap Co Series 3\"","detail":"Indirect owner: a shareholder of class c ownership of Anchor Newco Member, LLC in the 75% or more band, since December 2025.","parent":"Anchor Newco Member, LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Tennessee","offices":1,"addresses":[{"street":"832 Georgia Ave., Suite 221","city":"Chattanooga","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"423-708-2178","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":9},"sources":{"adv1FilingDate":"27 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/309949/PDF/309949.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Anchor Health Capital have?","answer":"Anchor Health Capital has 9 clients and manages $166 million for them, as of March 2026. They include 9 pooled investment vehicles.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Anchor Health Capital offer?","answer":"Anchor Health Capital provides portfolio management for pooled vehicles.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Anchor Health Capital have?","answer":"Anchor Health Capital has 0 investment adviser representatives registered with state securities authorities, out of 8 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Anchor Health Capital?","answer":"Anchor Health Capital is owned through a chain of holding companies by Sunsuper Pty LTD, Benjamin Ochs, James Schmid, Anchor Realty Holdings LLC Series 3, Anchor Realty Holdings LLC Series 4 and 3 others. Its direct owners are John Watson (10% to 25%) and Anchor Chestnut Holdings, LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Anchor Health Capital get paid?","answer":"Anchor Health Capital is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Anchor Health Capital?","answer":"Anchor Health Capital’s main office is at 832 Georgia Ave., Suite 221, Chattanooga, TN 37402. Its phone number is 423-708-2178. Its website is anchorhealthcapital.com.","source":"Form ADV Part 1A, Item 1.F, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}