{
  "crd_number": 155516,
  "slug": "anderson-asset-management-birmingham-al-155516",
  "primary_business_name": "ANDERSON ASSET MANAGEMENT",
  "legal_name": "ANDERSON PEWITT & ASSOCIATES, INC.",
  "dbas": [],
  "city": "Birmingham",
  "state": "AL",
  "country": "United States",
  "cbsa_code": "13820",
  "metro": {
    "cbsa_code": "13820",
    "common_name": "Birmingham",
    "msa_name": "Birmingham, AL",
    "path": "/advisors/al/birmingham"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2011-09-15",
  "years_registered": 15,
  "period": "2026-10-01",
  "filing_date": "2026-08-26",
  "carried_forward": false,
  "raum_total": 68425462.0,
  "raum_discretionary": 53429343.0,
  "raum_non_discretionary": 14996119.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 5658622.0,
      "count": 1,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 6777417.0,
      "count": 38
    },
    "high_net_worth_individuals": {
      "raum": 55988433.0,
      "count": 26
    },
    "pooled_investment_vehicles": {
      "raum": 990.0,
      "count": 1
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL"
  ],
  "websites": [
    "https://andersonpewitt.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/155516",
  "city_as_filed": "BIRMINGHAM",
  "url": "https://advisorcensus.com/firm/anderson-asset-management-birmingham-al-155516",
  "display_name": "Anderson Asset Management",
  "summary": "Anderson Asset Management is a state-registered investment advisory firm in Birmingham, AL, registered since 2011, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 26, 2026.",
  "citation": "AdvisorCensus. Anderson Asset Management (CRD 155516): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Anderson Asset Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Anderson Asset Management reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Anderson Asset Management located?",
      "a": "Anderson Asset Management's principal office is in Birmingham, AL, according to its Form ADV."
    },
    {
      "q": "Is Anderson Asset Management registered with the SEC or a state?",
      "a": "Anderson Asset Management is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 155516."
    },
    {
      "q": "How much does Anderson Asset Management manage?",
      "a": "Anderson Asset Management reports $68,425,462 in regulatory assets under management in its Form ADV filing dated August 26, 2026 (78% discretionary)."
    },
    {
      "q": "What types of clients does Anderson Asset Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (38); high net worth individuals (26); pooled investment vehicles (other than investment companies and business development companies) (1)."
    },
    {
      "q": "Does Anderson Asset Management report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/155516"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/anderson-asset-management-birmingham-al-155516.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 38,
      "fewer_than_5": false,
      "raum": 6777417.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 26,
      "fewer_than_5": false,
      "raum": 55988433.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 990.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 5658622.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/155516",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}