Silver Anchor Financial, Llc
State-registered
Institutional / Pension Advisor · Boutique (under $100M)
CRD 330147
·
· silveranchorfinancial.com
☆ Save with Pro
ADV data as of Feb 15, 2026
- Regulatory AUM
- $97.7M
- Discretionary
- $29.7M
- Clients
- 117
- Avg AUM / client
- $835K
- Accounts
- 177
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 49 | $8.7M | 8.88% |
| High net worth individuals | 14 | $16.4M | 16.8% |
| Pension and profit sharing plans | 54 | $72.7M | 74.4% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Patrick Lowrey | Registered representative | May 2024 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/15/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Mid Atlantic Clearing & Settlement Corporation $34.5M (35% of AUM) Feb 2026
- Charles Schwab & Co. $29.7M (30% of AUM) Feb 2026
- Paychex, Inc $13.6M (14% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 15, 2026.
View current Form ADV (SEC/IAPD) ↗