RIA Intel›Advisers›West Virginia›ANTHONY INVESTMENT MANAGEMENT, LLC

ANTHONY INVESTMENT MANAGEMENT, LLC

Advisory

WHEELING, WV

Data as of Jan 21, 2026 · Source: SEC Form ADV

Rank in WV
#18
of 23 advisers by AUM
Average account
$328K
across 224 accounts
AUM per adviser
$74M
1 advisers

Source: SEC Form ADV. Figures as filed Jan 21, 2026.

Total AUM
$74M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$74M
Discretionary AUM$74M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients108
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, OH, PA, WV
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in WV

Closest by assets under management. All figures from Form ADV.

INDEPENDENT INVESTMENT ADVISORS INC.
HUNTINGTON, WV
$73M
-5.1% 1Y
KHF ADVISORS LLC
CHARLESTON, WV
$64M
ROHR CAPITAL MANAGEMENT LLC
PARKERSBURG, WV
$64M
BLACKWATER FINANCIAL, LLC
$47M
BELL SANDRA PARKER
PARKERSBURG, WV
$38M
-12.7% 1Y
STEELOAKS INVESTMENT ADVISERS, INC.
WEIRTON, WV
$131M
+10.2% 1Y

Get the full picture on ANTHONY INVESTMENT MANAGEMENT, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track ANTHONY INVESTMENT MANAGEMENT, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans