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ANDERSON FINANCIAL PARTNERS, INC.
CRD 126641File 801-62031
APPROVED
Retail clients
Filing as of Mar 20, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.52B
Above cohort median (national)
Discretionary AUM
$0
Non-discretionary $1.52B
Clients
31
34 accounts
Employees
4
Top 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- May 9, 2003
- Principal office
- 212 PONTE VEDRA PARK DRIVE, SUITE 200, PONTE VEDRA, FL, 32082
- Phone
- 9042808995
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.52B
- Discretionary AUM
- $0
- Non-discretionary AUM
- $1.52B
- Discretionary accounts
- 0
- Non-discretionary accounts
- 34
- Total accounts
- 34
- AUM per client
- $49.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 9 | $559.0M |
| High net worth individuals | 14 | $379.0M |
| Pension and profit sharing plans | 4 | $231.0M |
| State or municipal government entities | 4 | $352.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 32 | 31 | decreased by1 |
| Apr 1, 2026 | AUM | $1,176,000,000 | $1,521,000,000 | increased by$345,000,000 |
| Apr 1, 2026 | Accounts | 35 | 34 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 35 | 32 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,402,000,000 | $1,176,000,000 | decreased by$226,000,000 |
| Apr 1, 2022 | Clients | 36 | 35 | decreased by1 |
| Apr 1, 2022 | AUM | $2,112,000,000 | $1,402,000,000 | decreased by$710,000,000 |
| Apr 1, 2022 | Accounts | 36 | 35 | decreased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ANDERSON FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ANDERSON FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.