Anchor Investment Management, Llc
- Regulatory AUM
- $1.5B
- Discretionary
- $1.5B
- Clients
- 821
- Avg AUM / client
- $1.8M
- Accounts
- 2,159
- Employees
- 17
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 524 | $280M | 18.5% |
| High net worth individuals | 239 | $1.1B | 72.1% |
| Pension and profit sharing plans | 16 | $61.4M | 4.05% |
| Charitable organizations | 15 | $22.0M | 1.45% |
| Corporations and other businesses | 16 | $41.3M | 2.73% |
| Other | 11 | $17.6M | 1.16% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| South Carolina Episcopal Home At Still Hopes 401(k) Plan South Carolina Episcopal Home At Still Hopes | West Columbia, SC | 2024 |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| W Patrick Dorn | Principal/Owner/Managing Member | CFA | Nov 2000 (26y) | 25% – 50% |
| John Heslep Moorman | Principal | Nov 2004 (22y) | 10% – 25% | |
| Pender, Margaret, Ellen | Chief Compliance Officer, Principal | Jan 2005 (22y) | 10% – 25% | |
| Joy Jones Watkins | Principal | CFP Chartered Financial Consultant | Jan 2018 (9y) | 10% – 25% |
| Charles Walker Williams | Registered representative | Jul 2016 (10y) | ||
| Greg Lee Dunston | Registered representative | Mar 2021 (5y) | ||
| James Brian Blackwelder | Registered representative | CFP | Jul 2021 (5y) | |
| Robert Shelton Norman | Registered representative | CFP | Feb 2026 (1y) |
Undisclosed: 0% – 45% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| South Carolina Episcopal Home At Still Hopes 401(k) Plan | South Carolina Episcopal Home At Still Hopes | 655 | $8.6M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/19/2026 | 984 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $1.4B (95% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 19, 2026.
View current Form ADV (SEC/IAPD) ↗