Anchor Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$57,110,589
Clients
69
Advisors
1
of 3 employees
About
Anchor Capital Management, LLC (doing business as Anchor Ithaca) is a fee-only SEC-registered adviser that provides individualized portfolio management and limited consulting to individuals, trusts, estates, and charitable organizations. The firm manages both discretionary and non‑discretionary accounts and tailors investment plans to clients’ goals, time horizons, risk tolerance, and liquidity needs, overseeing roughly $61.1 million in discretionary assets for about 69 clients.
The firm’s investment process emphasizes fundamental analysis—narrowing a broad universe to a watch list of roughly 100 candidates—supplemented by technical and cyclical tools for timing, ESG considerations as one criterion, and occasional use of structured notes, alternative investments, mutual funds/ETFs and margin only with client authorization. Anchor Ithaca conducts regular monitoring (including weekly pricing reviews and at least annual allocation reviews), typically custodies client assets through a major custodial platform and aggregates trades when advantageous.
Notable distinctions include the firm’s sponsorship role in a pooled real‑estate vehicle formed to acquire land and develop office space (Rampart Real, LLC), and its practice of providing performance information to clients while participating in a broker “Find an Adviser” program—features not common among similarly sized supported advisers. The firm also operates without any backup or successor adviser arrangements, has discontinued standalone financial planning, and limits consulting services to clients who receive portfolio management.
Client services
Expertise
Fee options
Up to 1.20% annually (not explicitly tiered but fees will not exceed this rate)
$300 per hour for consulting services following an initial $500 non-refundable first-meeting deposit
Account minimum: $500,000 (may be waived based on criteria such as anticipated future earning capacity, future additional assets, related accounts, account composition, and competitive considerations) Fee-only: Annual fee based on a percentage of assets under management, not exceeding 1.20%
Main office
315 Taughannock Boulevard
Ithaca NY 14850
Advisors at this office
1
Most active in
New York · Texas
Also doing business as
Anchor Capital Management, LLC · Anchor Ithaca · Anne C. Chernish, Cfp, Investment Advisor · Anne C. Chernish, Cfp,Investment Advisor · Chernish, Anne Catherine · Chernish, Anne Christine
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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