This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-12-1983
- Office Locations
- 1
Office Locations
About Anchor Capital Advisors LLC
Anchor Capital Advisors is a Boston-based RIA serving institutions—retirement plans, nonprofits, and their consultants—as well as individuals, families, and foundations. The firm provides asset management and wealth/financial planning, with an active, risk-managed portfolio construction and asset-allocation approach that heavily uses ETFs alongside fixed income. Strategies are available through platforms such as Envestnet and SMArtX.
Team overview
Insights
Accredited Investors
Asset Classes
CRM
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Kyle Francis Gorman
Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
Kristen McGovern
Chief Compliance Officer, CHIEF OPERATING OFFICER
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
Unlock allContacts
DANIEL PAUL CARR
Director
- CRD
- #5279931
STEPHEN JOHN CAVAGNARO
Director
- CRD
- #5828536
Showing 2 of 18 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,373,821,053 | $901,908 |
| Non-Discretionary | $0 | -- |
| Total | $2,373,821,053 | $901,908 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing