# Anderson Asset Management

> 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.

- CRD: 155516
- Filed as: ANDERSON ASSET MANAGEMENT
- Legal name: Anderson Pewitt & Associates, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Birmingham, AL
- Filing period: October 2026
- Form ADV filing dated: August 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/155516
- AdvisorCensus page: https://advisorcensus.com/firm/anderson-asset-management-birmingham-al-155516

## Quick answers

**How is Anderson Asset Management compensated?**
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.

**Where is Anderson Asset Management located?**
Anderson Asset Management's principal office is in Birmingham, AL, according to its Form ADV.

**Is Anderson Asset Management registered with the SEC or a state?**
Anderson Asset Management is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 155516.

**How much does Anderson Asset Management manage?**
Anderson Asset Management reports $68,425,462 in regulatory assets under management in its Form ADV filing dated August 26, 2026 (78% discretionary).

**What types of clients does Anderson Asset Management serve?**
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).

**Does Anderson Asset Management report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $68,425,462
- Discretionary: $53,429,343
- Non-discretionary: $14,996,119

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 38 | $6,777,417 |
| High net worth individuals | 26 | $55,988,433 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $990 |
| Charitable organizations | 1 | $5,658,622 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2011 (15 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [andersonpewitt.com](https://andersonpewitt.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Anderson Asset Management (CRD 155516): Form ADV filing data as of October 2026.