ANCHORY® · Disclosures

The documents that govern the work.

ANCHORY, LLC is an investment adviser registered with the Texas State Securities Board. The documents below describe the firm, its services, fees, and how client information is protected.

01Documents

  1. Form ADV Part 2A — Firm Brochure

    Services, fees, and business practices.

    PDF

  2. Form ADV Part 2B — Brochure Supplement

    About the adviser providing the advice. Included in the combined brochure.

    PDF

  3. Privacy Policy

    How client information is collected, used, and protected.

    PDF

Copies of any document are available at no charge by writing to info@anchory.com. Additional information about ANCHORY, LLC is available at adviserinfo.sec.gov.

02Website disclosure

What this site is, and is not.

ANCHORY, LLC is an investment adviser registered with the Texas State Securities Board. Registration does not imply a certain level of skill or training. ANCHORY transacts business only in states where it is registered or is excluded or exempted from registration.

Everything on this site is for educational purposes. It is not investment, tax, or legal advice, not an offer or solicitation to buy or sell any security, and not a recommendation for any person. Nothing here accounts for the objectives, circumstances, or constraints of any individual reader. Advice is given only within a written advisory agreement.

Opinions are ANCHORY’s as of the date published and may change without notice. Information is drawn from sources believed reliable; accuracy and completeness are not guaranteed. All investing involves risk, including the loss of principal. Past performance does not indicate future results.

Discuss any financial decision with a qualified adviser, and any tax or legal question with a CPA or attorney, before acting.

ANCHORY’s Form ADV Part 2A and 2B and its Privacy Policy are available on the Disclosures page or on request. Additional information is available at adviserinfo.sec.gov.

CFP® and CERTIFIED FINANCIAL PLANNER™ are marks owned by the Certified Financial Planner Board of Standards, Inc.

ANCHORY® is a registered trademark of ANCHORY, LLC (U.S. Reg. No. 6174666).

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Wealth management built around what the money is for.

5752 Grandscape Blvd, Suite 225The Colony, TX 75056

817-203-7325info@anchory.com

ANCHORY, LLC is an investment adviser registered with the Texas State Securities Board. Registration does not imply a certain level of skill or training. ANCHORY transacts business only in states where it is registered or is excluded or exempted from registration.

Everything on this site is for educational purposes. It is not investment, tax, or legal advice, not an offer or solicitation to buy or sell any security, and not a recommendation for any person. Nothing here accounts for the objectives, circumstances, or constraints of any individual reader. Advice is given only within a written advisory agreement.

Opinions are ANCHORY’s as of the date published and may change without notice. Information is drawn from sources believed reliable; accuracy and completeness are not guaranteed. All investing involves risk, including the loss of principal. Past performance does not indicate future results.

Discuss any financial decision with a qualified adviser, and any tax or legal question with a CPA or attorney, before acting.

ANCHORY’s Form ADV Part 2A and 2B and its Privacy Policy are available on the Disclosures page or on request. Additional information is available at adviserinfo.sec.gov.

CFP® and CERTIFIED FINANCIAL PLANNER™ are marks owned by the Certified Financial Planner Board of Standards, Inc.

ANCHORY® is a registered trademark of ANCHORY, LLC (U.S. Reg. No. 6174666).

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