# Ancora Advisors

Ancora Advisors is a Bank / Wealth / Trust based in Mayfield Heights, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Mayfield Heights, United States
- **Region:** North America
- **Address:** Cleveland, OH, United States
- **Founded:** 2003
- **Assets under management:** $2B–$3B (Altss estimate)
- **Website:** ancoraadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/ancora-llc

## Regulatory record

- **CRD number:** 124674
- **SEC file number:** 801-61770
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/124674

## About

Ancora Advisors is a client focused investment advisory firm that operates with the highest level of integrity and honesty in all aspects of our business.

## Questions

### What is Ancora Advisors' investment approach?

Ancora Advisors deploys primarily across public equities and fixed income, reflecting its origins as a bank-affiliated trust manager. The firm structures portfolios through a sub-advised or manager-of-managers model, selecting external strategies rather than running a single in-house fund family. This positions Ancora as a fiduciary allocating to third-party managers for institutional and high-net-worth clients.

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- [Adventist Health](https://altss.com/profile/adventist-health)
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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/ancora-advisors

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology
