SourcingSourcing

ANCHOR HEALTH CAPITAL, LLC

C48
CRD 309949·SEC 801-119567·CHATTANOOGA, TN
AUM
$166.0M
$100M-$500M
Est. Revenue
$1.7M
@ 1% on AUM
Est. EBITDA
$498K
@ 30% margin
Est. Deal Value
$4.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ANCHOR HEALTH CAPITAL, LLC
CRD
309949
SEC file #
801-119567
EIN
—
DBA names
—

Economics

AUM
$166.0M
AUM band
$100M-$500M
AUM trajectory
'21'26
$112.5M → $166.0M▲ +48%
Client mix
Pooled Investment Vehicles9

Operations

Employees (total)
8
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'21'26
5 advisors → 5 advisors▬ 0%
Primary office
CHATTANOOGA TN
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
anchorhealthcapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ANCHOR CHESTNUT HOLDINGS, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
ANCHOR CHESTNUT HOLDINGS, LLC
WATSON, JOHN, STEEN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
ANCHORHEALTHCAPITAL.COM
Rdap Domain Creation Date
2025-12-23T17:22:10Z
Rdap Firm Age Years
1
Rdap Firm Age Band
<5y
Rdap Registrar
NameCheap, Inc.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.172
Soi Zip Pct 200k Plus
0.0806
Soi Zip Returns 200k Plus
150
Soi Zip Total AGI
263,551
Fdic Zip Total Deposits
82,446,931,000
Fdic Zip Branch Count
415
Fdic Zip Top Banks
First Tennessee Bank, National Association
Pinnacle Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (23)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Fidelity12
E*trade4
Fdic Zip Branches Raw
Pioneer BankChattanooga, TN
Volunteer Bank and Trust Company of Hamilton CountyChattanooga, TN
Fdic Zip HHI
1230.23
Fdic Zip Top Bank Share Pct
23.84
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-12-23T17:22:10Z
Rdap Domain Last Changed
2025-12-23T17:58:23Z
Rdap Nameservers
Jasper.ns.cloudflare.comZelda.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI8,123
Returns650
Stub 2
AGI16,986
Returns470
Stub 3
AGI16,280
Returns270
Soi Zip Total Business Income
14,357
Soi Zip Total Cap Gains
92,386
Soi Zip Total Dividends
12,407
Soi Zip Total Returns
1860
Trust Company Affiliate
No

People (3)

3
WATSON, JOHN, STEEN
Direct Owner · 17.5%
7274365
Ochs, Benjamin, William
Executive Officer · 2.5%
8218279
Robbins, Jacob, Martin
Executive Officer · 2.5%
8218286