Anchor Investment Management

Overview

Anchor Investment Management is an SEC registered investment adviser based in Columbia, SC, registered since 2005. It reports $1.5B in assets under management across 2,159 accounts, with 17 employees. It has 7 investment adviser representatives.

Reported AUM

$1.5B

Discretionary

99%

Accounts

2,159

Average account

$702K

Employees

17

Advisory reps

7

Registered since

2005

Jurisdictions

10

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Other clients
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 6

• Charles Walker Williams Jr Principal CRD 4453333
• John Heslep Moorman Jr Principal CRD 1564791
• Joy Jones Watkins Principal CRD 1144565

3 more executive officers, with direct contact details

Advisory reps 3 of 7

• James B Blackwelder Insurance Agent · Investment Adviser Rep CRD 3199096
• W Patrick Dorn Jr. Investment Adviser Rep CRD 4952860
• Greg Lee Dunston Investment Adviser Rep CRD 6414740

4 more advisory reps, with emails, phones and branch locations

Location

Headquarters

3205 Devine St
Columbia, SC 29205

County

Richland

Metro area

Columbia, SC

Region

South

Registrations

• SEC registered
• Registered in 10 jurisdictions
• Website: anchorinvestmentmanagement.com

Every state, with registration dates

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