AdvizorPro

Anchor Capital Management, LLC

Anchor Capital Management, LLC. CRD 124600

Anchor Capital Management, LLC logo

CRD: 124600

Anchor Capital Management, LLC

Ithaca, NY, 14850
6072720004
$61.2M Total AUM
$61.2M Disc. AUM
17.7% 3Y CAGR
3 Employees
73 ADV. Clients
18 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Charles Schwab & Company ยท UBS
Clients
Retail and Institutional
Platforms
Horizon
Established Date
04-02-2008
Office Locations
1

Office Locations

315 Taughannock Boulevard Ithaca NY

About Anchor Capital Management, LLC

Anchor Capital Management, LLC is an independent, fee-only fiduciary investment counsel led by founder Anne Chernish. The firm provides portfolio management and ongoing financial planning for individuals, couples, families (including multi-generation) and select small institutions, integrating tax and estate considerations. Portfolios are built to long-term objectives and are predominantly ETF-based, with custody relationships including Charles Schwab.

Team overview

-- AVG AGE
$20.4M AVG AUM / ADVISOR
$837.8K AVG AUM / CLIENT
18.2 yrs AVG TENURE
3 Employees
3 Advisory Reps
2 RIA Reps
18yrs Firm Age

Insights

Unlock to compare peer behavior around quantum signal.
Unlock to compare peer behavior around peak radial.
See the complete signal summary connected to alpha pioneer.
See the complete signal summary connected to focus.
Unlock to compare peer behavior around element harbor.
Unlock to compare peer behavior around wave optima.
Upgrade to reveal position-level detail across zenith glacier.
Request access to benchmark trends tied to value.

Asset Classes

Momentum bridge Insight

Investment Themes

Element Horizon frontier

Investment Vehicles

Capital ember Signal

Services

Peak alpha Beacon harbor Frontier matrix

Technology

Fusion harbor

Owner & Executives

A

ANNE CHRISTINE CHERNISH

Chief Compliance Officer, Investment Advisor, Managing Member, President

CRD
#1264961
Ownership
75% or more
(771) 826-1346
timber.summit@peakcapital.com
in linkedin.com/in/foundation-zenith

Showing 1 of 1 owners & executives

Unlock all

Contacts

No contact records available.

Showing 0 of 1 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary
02-07-2022
03-16-2023
06-10-2024
02-11-2025
04-15-2026
Category Assets AVG. Account size
Discretionary $61,156,514 $873,664
Non-Discretionary $0 --
Total $61,156,514 $873,664

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Separately Managed Accounts

Total SMA Asset: $61,156,514

$61.2M Total SMA
Equity - Exchange:
21.2%
Cash:
36.8%
Other:
42.0%
Asset class Assets Assets %
Equity - Exchange $231,572,765 21.2%
Cash $401,975,366 36.8%
Other $458,776,234 42.0%
Total $1,092,324,365 100.0%

Start a free trial and
prospect smarter