CRD: 135296
Anchor Investment Management
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- Custodian
- Charles Schwab & Company · Fifth Third Bank · Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between December 11, 2025 and March 19, 2026, reported AUM increased 11.6%, from $1.4B to $1.5B.
Across 5 reported observations, AUM increased 39.4% between November 2, 2022 and March 19, 2026, from $1.1B to $1.5B.
Of the latest reported AUM, 99.4% is discretionary and 0.6% is non-discretionary.
The firm reports 10 advisory representatives and 824 clients, or 82.4 clients per representative. That equates to $1.8M in reported AUM per client.
The profile lists 1 reported office location and 21 years in operation. The source data was last updated on March 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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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
SMA allocation detail is available
Anchor Investment Management has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
Anchor Investment Management's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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