# ANCHOR FINANCIAL SERVICES, CPA, PA

ANCHOR FINANCIAL SERVICES, CPA, PA of STUART, FL is an SEC-registered investment adviser.

## Registration

- CRD: 147408
- Type: SEC-registered investment adviser
- Location: 955 SE FEDERAL HIGHWAY, STUART, FL, 34994
- Phone: 772-287-8964
- Latest filing: 2026-03-25
- Regulatory AUM: $12.8M
- Discretionary AUM: $12.8M
- Clients: 1
- Accounts: 15

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/147408/brochure
- Similar advisers: https://search.stillhousedata.com/firm/147408/similar
- Related entities: https://search.stillhousedata.com/firm/147408/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/147408

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.