PONTE VEDRA, FLCRD 126641Latest ADV March 20, 2026
Anderson Financial Partners, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Ponte Vedra, FL. Its latest Form ADV filing, dated March 20, 2026, reports $1.5B in regulatory assets under management, 4 employees, and 34 accounts.
Assets Under Management
$1.5B
Employees
4
Offices
--
Total Clients
31
Primary office
PONTE VEDRA, FL
212 PONTE VEDRA PARK DRIVE, SUITE 200, PONTE VEDRA, FL, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 45.2% of total clients.
Top client categories% of clientsClients
1
HNWI
45.2%
14
2
Charitable
29.0%
9
3
Pension Plans
12.9%
4
4
Government
12.9%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.5Bas of March 20, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$1.5B
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.5B
Total Accounts34
10Y AUM Change$-198M (-11.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee8:1
10Y Employee Change-1 (-20.0%)
* 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.