Anderson Growth Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Birmingham, AL. Its latest Form ADV filing, dated March 26, 2026, reports $1.0B in regulatory assets under management, 14 employees, 1 office, and 209 accounts.
Assets Under Management
$1.0B
Employees
14
Offices
1 office
Total Clients
209
Primary office
BIRMINGHAM, AL
2 METROPLEX DRIVE, SUITE 102, BIRMINGHAM, AL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 82.3% of total clients.
Top client categories% of clientsClients
1
HNWI
82.3%
172
2
Pooled Investment Vehicles
17.7%
37
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.0Bas of March 26, 2026
Discretionary100.0%
$1.0B
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$1.0B
Total Accounts209
10Y AUM Change+$638M (+172.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee15:1
10Y Employee Change+6 (+75.0%)
* 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.