ANCHOR CAPITAL ADVISORS LLC

CRD

105540

SEC file #

801-18930

EIN

204669888

DBA names

—

Economics

AUM

$2.37B

AUM band

$1B+

AUM trajectory

'20 · $2.96B

'21 · $3.26B

'22 · $3.04B

'23 · $3.42B

'25 · $2.43B

'26 · $2.37B

'20'26

$2.96B → $2.37B▼ -20%

sec adv history

Client mix

Individuals High Net Worth	299
Individuals Other	175
Pension Profit Sharing Plans	15
Charitable Organizations	14
Corporations	9

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 12 advisors

'21 · 12 advisors

'22 · 14 advisors

'23 · 13 advisors

'25 · 13 advisors

'26 · 15 advisors

'20'26

12 advisors → 15 advisors▲ +25%

sec adv history

Primary office

BOSTON MA

Branches

—

Custodian & Brokerage

Primary custodian

LPL Financiallow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting

Fee basis

% of AUMHourly chargesFixed fees

Filings

Latest ADV filing

03/16/2026

ADV-W filed at

—

Website

anchorcapital.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

ANCHOR CAPITAL HOLDINGS LP

Top Owner Pct

62.5

Top Owner Entity Kind

Owner Count

Control Persons

ANCHOR CAPITAL HOLDINGS LP

LPC ACA LP

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

ANCHORCAPITAL.COM

Rdap Domain Creation Date

1997-03-26T05:00:00Z

Rdap Firm Age Years

Rdap Firm Age Band

20+y

Rdap Registrar

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Yes

Form 5500 Plan Count

Form 5500 Total Compensation

704,254

Form 5500 Compensation Trajectory 3y

2025	524,801
2026	179,453

Form 5500 Plan Count Trajectory 3y

2025	8
2026	1

Schedule C Total Compensation

704,254

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0000813933

Edgar Registered

Yes

Edgar Filing Count

131

Edgar First Filing Date

1999-05-11

Edgar Last Filing Date

2026-05-12

Edgar 13f Count

113

Edgar 13f Latest AUM Estimate

Filing Date2026-05-12

Accession0001172661-26-001692

Edgar Former Names

ANCHOR CAPITAL ADVISORS INC

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Lpl Financial	4
E*trade	4
Charles Schwab	2
Fidelity	2
Pershing	2

adv brochure

Edgar Addresses

Mailing

TWO INTERNATIONAL PLACEBOSTON, MA 02110

Business

TWO INTERNATIONAL PLACEBOSTON, MA 02110

Edgar EIN

204669888

Edgar Recent Filings

13F-HR2026-05-12 · 0001172661-26-001692

13F-HR2026-02-10 · 0001172661-26-000590

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2034-03-27T04:00:00Z

Rdap Domain Last Changed

2024-07-23T17:50:51Z

Rdap Nameservers

Ns1-09.azure-dns.comNs2-09.azure-dns.netNs3-09.azure-dns.orgNs4-09.azure-dns.info

Rdap Secure Dns Enabled

Rdap Status

Client Transfer Prohibited

Trust Company Affiliate