← Directory
ANDERSON GROWTH PARTNERS, LLC
CRD 138600File 801-65663
APPROVED
Retail clients
Custody
Filing as of Mar 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.01B
Above cohort median (national)
Discretionary AUM
$1.01B
Clients
209
209 accounts
Employees
14
Top 25% of cohort in AL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jan 27, 2006
- Principal office
- 2 METROPLEX DRIVE, SUITE 102, BIRMINGHAM, AL, 35209
- Phone
- 205-909-0950
- Website
- https://www.agpadvisors.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.01B
- Discretionary AUM
- $1.01B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 209
- Non-discretionary accounts
- 0
- Total accounts
- 209
- AUM per client
- $4.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 172 | $169.7M |
| Pooled investment vehicles | 37 | $839.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
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 | Employees | 13 | 14 | increased by1 |
| Apr 1, 2026 | Clients | 159 | 209 | increased by50 |
| Apr 1, 2026 | AUM | $919,474,841 | $1,009,025,725 | increased by$89,550,884 |
| Apr 1, 2026 | Accounts | 159 | 209 | increased by50 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 10 | 13 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 38 | 159 | increased by121 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $793,647,504 | $919,474,841 | increased by$125,827,337 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 38 | 159 | increased by121 |
| Apr 1, 2022 | Clients | 34 | 38 | increased by4 |
| Apr 1, 2022 | AUM | $582,276,025 | $793,647,504 | increased by$211,371,479 |
| Apr 1, 2022 | Accounts | 34 | 38 | increased by4 |
| 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 GROWTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ANDERSON GROWTH” 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.