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- Custodian
- Charles Schwab & Company ยท UBS
- Clients
- Retail and Institutional
- Platforms
- Horizon
- Established Date
- 04-02-2008
- Office Locations
- 1
Office Locations
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.
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Owner & Executives
ANNE CHRISTINE CHERNISH
Chief Compliance Officer, Investment Advisor, Managing Member, President
- CRD
- #1264961
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $61,156,514 | $873,664 |
| Non-Discretionary | $0 | -- |
| Total | $61,156,514 | $873,664 |
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Separately Managed Accounts
Total SMA Asset: $61,156,514
| 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% |