Anchor Advisory, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$23,977,878
This total excludes 8 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
20
65% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
20
Average account size
$1,198,894
About
Anchor Advisory provides discretionary investment management and related advisory services to individuals, high‑net‑worth individuals, trusts, and estates, delivering customized portfolios and ongoing supervision. The firm constructs portfolios primarily from low‑cost mutual funds and ETFs and may also employ individual stocks, bonds, and options to meet client objectives.
Its investment process is described as primarily long‑term focused and combines fundamental, technical, and cyclical analysis to set asset allocation, construct portfolios, and guide rebalancing and tax‑loss harvesting decisions. Accounts are managed to client goals and risk tolerance with continuous monitoring and formal reviews generally conducted at least annually.
The brochure discloses corporate ownership and the firm’s management of assets within client brokerage and pension accounts, and it describes an institutional custodial relationship that provides access to institutional‑level services. Those operational features — corporate ownership, pension‑account management, and use of an institutional custodian — are less common among solo independent advisors and suggest the firm may routinely serve corporate, institutional, or cross‑border account types in addition to individual clients.
Client services
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
Up to 2.0% annually (fixed fee basis, negotiable)
Main office location
Anchor Advisory, LLC
1200 Brickell Ave Ste 1811
Miami FL 33131, United States
Number of offices
1
Most active in
Anchor Advisory, LLC has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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