About Anchor Investment Management
<p>Founded in 2000, Anchor Investment Management is a Registered Investment Adviser based in Columbia in the Midlands region of South Carolina, working with clients across multiple states from its headquarters.</p> <p>The firm provides investment management and financial planning, with a practice that includes employee retirement plans. It also offers retirement planning and insurance analysis as part of its broader client work.</p> <p>For plan sponsors, Anchor supports retirement plan oversight in a fiduciary role, including acting as a <a href="/plan-advisors">3(21) plan advisor</a>. The team’s day-to-day work centers on building portfolios tied to the client’s stated goals and helping plan participants increase retirement savings.</p> <p>As of 2026, Anchor Investment Management reports $1.4B in assets under management. A key differentiator is its combination of personal financial planning and employer plan support under one advisory firm.</p> <ul> <li>Registered Investment Adviser (RIA)</li> <li>Headquarters: Columbia, South Carolina (Midlands)</li> <li>Founded: 2000</li> <li>Retirement plan services: 3(21) fiduciary advising</li> <li>Assets under management: $1.4B (2026)</li> </ul>
Website: https://www.anchorinvestmentmanagement.com/
Founded: 2000
Office Locations
- Columbia, SC (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $1.4B
Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| SOUTH CAROLINA EPISCOPAL HOME AT STILL HOPES 401(K) PLAN | SOUTH CAROLINA EPISCOPAL HOME AT STILL HOPES, SC | $9M | 655 |