Anthony Investment Management, LLC

Overview

Anthony Investment Management, LLC is a state registered investment adviser based in Wheeling, WV, registered since 2012. It reports $73.5M in assets under management across 224 accounts, with 1 employees. It has 1 investment adviser representatives.

Reported AUM

$73.5M

Discretionary

100%

Accounts

224

Average account

$328K

Employees

1

Advisory reps

1

Registered since

2012

Jurisdictions

4

As reported in the firm's January 2026 filing.

Contact

1 phone number on file

Practice

Services

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

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 1 of 1

• Thomas Shawn Anthony Managing Member, Chief Compliance Officer CRD 2497992

Advisory reps 1 of 1

• Thomas Shawn Anthony Investment Adviser Rep CRD 2497992

Location

Headquarters

2 22nd St Ste 306
Wheeling, WV 26003

County

Ohio

Metro area

Wheeling, WV-OH

Region

South

Registrations

• State registered
• Registered in 4 jurisdictions
• Website: anthonyinvestment.com.

Every state, with registration dates

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