Anchor Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$57,110,589
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
69
77% high-net-worth
Advisors
1
of 3 employees
Firm type
Supported
1-4 advisors or >$200M in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
69
HighAverage account size
$827,690
About
Anchor Capital Management, LLC (doing business as Anchor Ithaca) is a fee-only SEC-registered adviser that provides individualized portfolio management and limited consulting to individuals, trusts, estates, and charitable organizations. The firm manages both discretionary and non‑discretionary accounts and tailors investment plans to clients’ goals, time horizons, risk tolerance, and liquidity needs, overseeing roughly $61.1 million in discretionary assets for about 69 clients.
The firm’s investment process emphasizes fundamental analysis—narrowing a broad universe to a watch list of roughly 100 candidates—supplemented by technical and cyclical tools for timing, ESG considerations as one criterion, and occasional use of structured notes, alternative investments, mutual funds/ETFs and margin only with client authorization. Anchor Ithaca conducts regular monitoring (including weekly pricing reviews and at least annual allocation reviews), typically custodies client assets through a major custodial platform and aggregates trades when advantageous.
Notable distinctions include the firm’s sponsorship role in a pooled real‑estate vehicle formed to acquire land and develop office space (Rampart Real, LLC), and its practice of providing performance information to clients while participating in a broker “Find an Adviser” program—features not common among similarly sized supported advisers. The firm also operates without any backup or successor adviser arrangements, has discontinued standalone financial planning, and limits consulting services to clients who receive portfolio management.
Client services
Financial planning
Portfolio management
Consulting
Expertise
Active portfolio management
ESG / Sustainable investing
Fee options
Up to 1.20% annually (not explicitly tiered but fees will not exceed this rate)
$300 per hour for consulting services following an initial $500 non-refundable first-meeting deposit
Account minimum: $500,000 (may be waived based on criteria such as anticipated future earning capacity, future additional assets, related accounts, account composition, and competitive considerations) Fee-only: Annual fee based on a percentage of assets under management, not exceeding 1.20%
Main office location
Anchor Capital Management, LLC
323 Taughannock Boulevard, #8
Ithaca NY 14850, United States
Number of offices
1
Most active in
Anchor Capital Management, LLC has reported serving >5 clients in these states in the last 12 months.
New York · Texas
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 active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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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.
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