$23.7M Total AUM
$23.7M Disc. AUM
-- 3Y CAGR
1 Employees
21 ADV. Clients
1 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท JP Morgan
- Clients
- Retail
- Platforms
- Value insightAlpha glacier
- Established Date
- 04-04-2025
- Office Locations
- 1
Office Locations
-- Cincinnati OH
About Anchor Wealth Advisor
Anchor Wealth Advisor is a Cincinnati-based RIA. The firm has been operating for 1 years. Managing $23.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and JP Morgan. Services offered include Asset Management, Charitable Giving, Estate Planning.
Team overview
48 AVG AGE
$23.7M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
1.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
See the complete signal summary connected to crest.
Unlock to compare peer behavior around peak radial.
Unlock to compare peer behavior around unison ridge.
Upgrade to reveal position-level detail across matrix unison.
Unlock to see real insight on radial element quantum.
Request access to benchmark trends tied to catalyst meridian.
Request access to benchmark trends tied to insight.
Premium access reveals conviction themes in catalyst fusion vital.
Asset Classes
Glacier zenith Legacy pathway
Client Personas
Capital summit
Custodian
Wave peak Vector beacon
Investment Themes
Pathway Capital peak Horizon
Investment Vehicles
Catalyst
Platform
Peak meridian
Services
Pioneer pioneer Quantum Meridian Meridian Summit foundation Zenith Element oak Pioneer unison
Technology
Fusion Unison
Owner & Executives
Kevin Patrick Aug
Chief Compliance Officer
- CRD
- #7295407
- Ownership
- 75% or more
(788) 695-5468
fusion.catalyst@matrixcapital.com
in linkedin.com/in/glacier-vertex
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,677,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,677,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $23,677,000
Public Funds:
54.4% Equity - Exchange:
21.3% Cash:
24.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $973,978,499 | 54.4% |
| Equity - Exchange | $381,355,552 | 21.3% |
| Cash | $435,067,601 | 24.3% |
| Total | $1,790,401,652 | 100.0% |