James Blackwelder
Anchor Investment Management · Columbia, South Carolina
James Blackwelder is a fee-only financial advisor at Anchor Investment Management in Columbia, South Carolina, who holds the CFP credential. James focuses on retirement planning. Anchor Investment Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Anchor Investment Management |
|---|---|
| Based in | Columbia, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.52B across 2,159 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in SC · CRD 3199096 |
| Exams passed | Series 63 (1999) · Series 65 (2021) |
| Firm size | 17 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.anchorinvestmentmanagement.com |
| Profile |
How James's firm compares
- Anchor Investment Management's average account is about $702,000, from its Form ADV (assets managed divided by 2,159 accounts).
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Questions about James
Is James Blackwelder a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Anchor Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does James charge for financial advice?
James's firm, Anchor Investment Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is James Blackwelder based?
James Blackwelder is based in Columbia, South Carolina.
What does James specialize in?
James's specialties include retirement planning.
What credentials does James Blackwelder hold?
James Blackwelder holds the CFP credential.
Is James Blackwelder registered with the SEC?
Yes. James Blackwelder is registered as an investment adviser representative in SC (CRD 3199096), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Anchor Investment Management manage?
Anchor Investment Management reports $1.52B across 2,159 accounts in assets under management.
How do I contact James Blackwelder?
Through James's website, www.anchorinvestmentmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Anchor Investment Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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