ROCK HILL, SCCRD 110313Latest ADV January 21, 2026
Anderson Griggs Investments is an SEC registered investment adviser organized as a corporation with a primary office location in Rock Hill, SC. Its latest Form ADV filing, dated January 21, 2026, reports $134M in regulatory assets under management, 3 employees, and 331 accounts.
Assets Under Management
$134M
Employees
3
Offices
--
Total Clients
170
Primary office
ROCK HILL, SC
113 E. MAIN STREET, SUITE 310, ROCK HILL, SC, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 67.6% of total clients.
Top client categories% of clientsClients
1
Individuals
67.6%
115
2
HNWI
30.0%
51
3
Charitable
2.4%
4
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$134Mas of January 21, 2026
Discretionary100.0%
$134M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$134M
Total Accounts331
10Y AUM Change+$13M (+11.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee57:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.