{"url":"https://nivawealth.com/firms/anchor-investment-management-135296","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/135296","regulatoryAum":1515803797,"crd":"135296","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"3199096","suffix":null,"lastName":"BLACKWELDER","firstName":"JAMES","middleName":"BRIAN"},{"crd":"4952860","suffix":"JR.","lastName":"DORN","firstName":"W","middleName":"PATRICK"},{"crd":"6414740","suffix":null,"lastName":"DUNSTON","firstName":"GREG","middleName":"LEE"},{"crd":"1564791","suffix":"JR","lastName":"MOORMAN","firstName":"JOHN","middleName":"HESLEP"},{"crd":"7196083","suffix":null,"lastName":"Norman","firstName":"Robert","middleName":"Shelton"},{"crd":"1144565","suffix":null,"lastName":"WATKINS","firstName":"JOY","middleName":"JONES"},{"crd":"4453333","suffix":"JR.","lastName":"WILLIAMS","firstName":"CHARLES","middleName":"WALKER"}],"total":7,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-16","regulatoryAum":906297986,"clients":602,"employees":15,"offices":2},{"filedOn":"2022-03-22","regulatoryAum":1087635156,"clients":607,"employees":18,"offices":2},{"filedOn":"2023-03-29","regulatoryAum":935530524,"clients":655,"employees":18,"offices":2},{"filedOn":"2024-03-25","regulatoryAum":1171606070,"clients":756,"employees":18,"offices":2},{"filedOn":"2025-06-23","regulatoryAum":1358433102,"clients":774,"employees":18,"offices":1},{"filedOn":"2026-03-19","regulatoryAum":1515803797,"clients":821,"employees":17,"offices":1}],"secFileNumber":"801-64338","legalName":"Anchor 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The fee is billed in arrears and is negotiable.","source":"ANCHOR INVESTMENT MANAGEMENT BROCHURE, filed 19 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Anchor Investment Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Anchor Investment Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Anchor Investment Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Anchor Investment Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Anchor Investment Management get paid?","answer":"Anchor Investment Management is paid through a percentage of assets under management and fixed fees. 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