Investment adviser · CRD 126641
ANDERSON FINANCIAL PARTNERS, INC.
Investment adviser filing (IA)
PONTE VEDRA, FL, United States · Form ADV filed Mar 20, 2026
- Regulatory AUM
- $1.52B Form ADV · Item 5.F
- Client accounts
- 34 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Charities | 9 | $559,000,000 | 36.8% |
| High-net-worth individuals | 14 | $379,000,000 | 24.9% |
| Government entities | 4 | $352,000,000 | 23.1% |
| Retirement plans | 4 | $231,000,000 | 15.2% |
Filing source
Form ADV 2077035 · Mar 20, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 20, 2026. View historical filings
Reported services
Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
212 PONTE VEDRA PARK DRIVE, SUITE 200PONTE VEDRA, FL, 32082, United States
CRD 126641
Filing source
Form ADV 2077035 · Mar 20, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.