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ANDERSON FINANCIAL PARTNERS, INC.
CRD 126641File 801-62031
APPROVED
Retail clients
Filing as of Mar 20, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.