Anchor Investment Management provides financial planning, portfolio management for individuals and small businesses, education planning, estate planning, insurance, and retirement plan services. Financial planning was provided to 1–10 clients last fiscal year.
Anchor Investment Management reports 821 clients. They include 524 individual clients, 239 high-net-worth individuals, and 16 pension and profit-sharing plans. Of its assets, 99.4% ($1.51B across 2,154 accounts) are managed with discretion; $8.45M across 5 accounts are not. It advised 3 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 64% | 18% |
| High-net-worth individuals | 29% | 72% |
| Pension and profit-sharing plans | 2% | 4% |
| Charitable organizations | 2% | 1% |
| Corporations and other businesses | 2% | 3% |
| Other client typesOther | 1% | 1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 524 | $280M | 18.5% | $534K |
| High-net-worth individuals | 239 | $1.09B | 72.1% | $4.57M |
| Pension and profit-sharing plans | 16 | $61.4M | 4.1% | $3.84M |
| Charitable organizations | 15 | $22M | 1.5% | $1.47M |
| Corporations and other businesses | 16 | $41.3M | 2.7% | $2.58M |
| Other | 11 | $17.6M | 1.2% | $1.6M |
| Total | 821 | $1.52B | 100% | $1.85M |
- Clients
- 524
- Regulatory AUM
- $280M
- AUM share
- 18.5%
- Avg. per client
- $534K
- Clients
- 239
- Regulatory AUM
- $1.09B
- AUM share
- 72.1%
- Avg. per client
- $4.57M
- Clients
- 16
- Regulatory AUM
- $61.4M
- AUM share
- 4.1%
- Avg. per client
- $3.84M
- Clients
- 15
- Regulatory AUM
- $22M
- AUM share
- 1.5%
- Avg. per client
- $1.47M
- Clients
- 16
- Regulatory AUM
- $41.3M
- AUM share
- 2.7%
- Avg. per client
- $2.58M
- Clients
- 11
- Regulatory AUM
- $17.6M
- AUM share
- 1.2%
- Avg. per client
- $1.6M
Total
- Clients
- 821
- Regulatory AUM
- $1.52B
- AUM share
- 100%
- Avg. per client
- $1.85M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 3
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Anchor Investment Management charges 1.00% a year for its Portfolio Management Fees. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Stand-alone Financial Planning
- Stand-alone financial planning is negotiated at engagement and normally ranges from $1,500 to $8,000, with an annual retainer fee that may also apply.
W Dorn owns 25% to 50% of Anchor Investment Management. The leadership team of Anchor Investment Management includes Chief Compliance Officer Margaret Pender. It has 17 employees, 10 of them in advisory roles.
Leadership
- Margaret PenderChief Compliance Officer, Principal
- W DornPrincipal/Owner/Managing Member
- John MoormanPrincipal
- Joy WatkinsPrincipal
- Charles WilliamsPrincipal
- William HaseldenPrincipal
Investment adviser representatives
7 representatives listed in the SEC register as of 9 October 2026.
- James Brian Blackwelder
- W Patrick Dorn JR.
- Greg Lee Dunston
- John Heslep Moorman JR
- Robert Shelton Norman
- Joy Jones Watkins
- Charles Walker Williams JR.
Staff
- 17 employees
- 10 in advisory functions
- 7 state-registered reps
- 1 broker-dealer rep
- 3 insurance agents
- 2 soliciting firms
- Owns 25% to 50% of Anchor Investment Management, LLC
W Dorn
Control person · since November 2000
- Owns 10% to 25% of Anchor Investment Management, LLC
John Moorman
Control person · since November 2004
- Owns 10% to 25% of Anchor Investment Management, LLC
Margaret Pender
Control person · since January 2005
- Owns 10% to 25% of Anchor Investment Management, LLC
Joy Watkins
since January 2018
- Owns 5% to 10% of Anchor Investment Management, LLC
Charles Williams
since January 2020
- Owns 5% to 10% of Anchor Investment Management, LLC
William Haselden
since January 2022
Anchor Investment Management’s regulatory assets grew 1.7× from $906M (March 2021) to $1.52B (March 2026); clients rose from 602 to 821 and employees from 15 to 17.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $1.52B | 821 | 17 | 1 |
| Jun 2025June 2025 | $1.36B | 774 | 18 | 1 |
| Mar 2024March 2024 | $1.17B | 756 | 18 | 2 |
| Mar 2023March 2023 | $936M | 655 | 18 | 2 |
| Mar 2022March 2022 | $1.09B | 607 | 18 | 2 |
| Mar 2021March 2021 | $906M | 602 | 15 | 2 |
Besides its headquarters, Anchor Investment Management has 0 offices, with 1 listed address in 1 state.
South Carolina · 1 listed address
- 3205 Devine Street, ColumbiaHQ
Contact and registration details
- Legal name
- Anchor Investment Management, LLC
- Headquarters
- 3205 Devine Street, Columbia, SC 29205
- Phone
- 803-790-6654
- SEC file
- 801-64338
- Founded
- 2000
- Structure
- South Carolina LLC
- Fiscal year end
- December
Anchor Investment Management’s named custodian for separately managed accounts is Charles Schwab ($1.43B). Anchor Investment Management has custody of $594M for 466 clients.
- Charles SchwabCharles Schwab & Co., Inc. · West Lake, TX · $1.43B100%
At year end, Anchor Investment Management’s separately managed accounts were mostly in stocks (63%) and funds (27%). Its reported 13F holdings for the quarter ended 31 March 2026 total $1.2B across 1,067 positions; the largest are Microsoft Corp. (3.1%), Apple Inc. (2.8%) and Visa Inc. Com CL A (2.7%).
What the accounts hold
- Stocks63%
- Funds27%
- Bonds3%
- U.S. government and agency bonds1%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash7%
Reported 13F holdings
- $1.2B
- Reported 13F value
- 1,067
- Positions
- 22.9%
- In the 10 largest
- —
- Value vs. prior quarter
- Microsoft Corp.3.1%
- Apple Inc.2.8%
- Visa Inc. Com CL A2.7%
- Schwab U.S. Large-cap ETFETF2.6%
- Alphabet Inc. Cap Stk CL C2.1%
- First Ctzns Bancshares Inc. Del CL A2.1%
- Invesco Bulletshares 2027 Corporate Bond ETFETF2.0%
- Invesco Bulletshares 2028 Corporate Bond ETFETF2.0%
- Johnson & Johnson1.8%
- Alphabet Inc. Cap Stk CL A1.8%
Together, the ten largest are 22.9% of reported value.
How many clients does Anchor Investment Management have?
Anchor Investment Management has 821 clients and manages $1.52 billion for them, as of March 2026. They include 524 individual clients, 239 high-net-worth individuals, and 16 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 19 March 2026
What services does Anchor Investment Management offer?
Anchor Investment Management provides financial planning, portfolio management for individuals and small businesses, education planning, estate planning, insurance, and retirement plan services.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Anchor Investment Management charge?
Anchor Investment Management charges 1.00% a year for its Portfolio Management Fees. The fee is billed in arrears and is negotiable.
Source: ANCHOR INVESTMENT MANAGEMENT BROCHURE, filed 19 March 2026
Which custodians does Anchor Investment Management use?
Anchor Investment Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (West Lake, TX), with $1.43B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 19 March 2026
How many financial advisors does Anchor Investment Management have?
Anchor Investment Management has 7 investment adviser representatives registered with state securities authorities, out of 17 employees, and 10 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Anchor Investment Management invest in?
At the end of its last fiscal year, Anchor Investment Management’s separately managed accounts held 63% exchange-traded equities, 27% registered funds (mutual funds, ETFs, BDCs), 7% cash and equivalents, 1% U.S. government and agency bonds, 1% state and local bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Anchor Investment Management?
Anchor Investment Management’s direct owners are W Dorn, John Moorman, Margaret Pender, Joy Watkins, Charles Williams and William Haselden, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 19 March 2026
How does Anchor Investment Management get paid?
Anchor Investment Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Anchor Investment Management?
Anchor Investment Management’s main office is at 3205 Devine Street, Columbia, SC 29205. Its phone number is 803-790-6654. Its website is anchorinvestmentmanagement.com.