CRD: 135296
Anchor Investment Management
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- Custodian
- Charles Schwab & Company · Fifth Third Bank · Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-01-2005
- Office Locations
- 1
Office Locations
About Anchor Investment Management
Anchor Investment Management is a boutique RIA offering 1-on-1 advice, comprehensive financial planning, investment management, retirement planning, insurance reviews, and support for employer retirement plans and plan fiduciary responsibilities. The firm builds portfolios around clients’ financial goals and time horizons and includes business owners among its client focus. Reported custody includes Charles Schwab, and its tech stack includes Black Diamond.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
W PATRICK DORN JR.
Financial Advisor, Managing Member, Owner, PRINCIPAL
- CRD
- #4952860
- Ownership
- 25% but less than 50%
JOHN HESLEP MOORMAN JR
Principal
- CRD
- #1564791
- Ownership
- 10% but less than 25%
Showing 2 of 6 owners & executives
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JAMES BRIAN BLACKWELDER
Senior Relationship Manager
- CRD
- #3199096
GREG LEE DUNSTON
Associate
- CRD
- #6414740
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,507,350,064 | $699,791 |
| Non-Discretionary | $8,453,733 | $1,690,747 |
| Total | $1,515,803,797 | $702,086 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | 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 |
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