Ancor Capital Partners
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Overview
Ancor Capital Partners operates as a financial advisor firm that has its headquarters in Southlake, Texas. It controls $192.4 million in total assets across 18 client accounts, placing it in the mid-tier of investment advisory firms in the country by assets under management (AUM). It has a small team, including 8 financial advisors. Ancor Capital Partners does not act as a registered broker-dealer, signifying that the company cannot buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer firm to do so. Securities are defined as exchangable financial assets such as options, bonds and stocks.
Ancor Capital Partners oversees all of the firm's accounts on a discretionary basis. Discretionary management means that a portfolio manager makes buy and sell judgments for the client's account without needing to seek the client's permission. Ancor Capital Partners oversees about $10.7 million in assets for every client account. The typical financial advisor at Ancor Capital Partners manages around two client accounts, making it one of the most individualized advisor firms in the country.
The firm's headquarters is at 2720 E. State Hwy 114, Southlake, Texas 76092.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Ancor Capital Partners by the Numbers
$192.4 million
9
18
$10.7 million
Fee Structure
Financial management fees depend on which services the firm provides the client. However, fee types billed by the company can include any combination of the following fee structures: performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Available
-
Offered by 26% of firms
Performance-based
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Offered by 10% of firms
Other
Unavailable
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Find one of the 69% of firms that offer this fee type
Percentage of Assets
-
Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
Types of Clients
The company caters to pooled investment vehicles. Out of its 18 clients, Ancor Capital Partners's biggest client group is pooled investment vehicles. None of its clients are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Ancor Capital Partners does not have any disclosures.
Please visit its Form ADV for more details.
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