Silver Anchor Financial, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$25,050,312
This total excludes 54 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
63
22% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
63
Very HighAverage account size
$397,624
About
Silver Anchor provides fee‑based investment advisory services to individual investors and to pension and profit‑sharing plan sponsors, and also serves trusts, estates, and business entities. The firm offers portfolio management for individuals and non‑discretionary pension consulting and plan‑sponsor support, including recommendations on recordkeepers, administrators, custodians, and investment options.
The adviser applies Modern Portfolio Theory and may use fundamental, technical, and cyclical analysis to develop strategies implemented via individual securities or pre‑defined risk‑based models. As of December 31, 2025, the firm reported approximately $29.7 million in discretionary assets and $68.0 million in non‑discretionary assets, and it also refers clients to third‑party managed‑account sub‑advisors while providing ongoing oversight.
What is distinctive is the firm’s focus on retirement plan work—providing ERISA 3(21) advisory services, recommending ERISA 3(38) managers when appropriate, conducting participant education and enrollment meetings, and benchmarking plan service providers—which is uncommon among independent peers. The adviser, formed in early 2024, combines individual portfolio management with plan‑level consulting and oversight, creating a hybrid service mix not typical for firms of this type.
Client services
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Wealth management
Occupation focus
Retired
Founder/Business Owner
Fee options
Fixed fees up to $50,000; minimum $2,500 (negotiable) for pension plan clients
1.00% annually
Main office location
Silver Anchor Financial, LLC
Narragansett RI, United States
Number of offices
1
Most active in
Silver Anchor Financial, LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Massachusetts · Nevada · New York · Rhode Island
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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