# Anderson Growth Partners, LLC

> Anderson Growth Partners, LLC is an SEC-registered investment advisory firm in Birmingham, AL, registered since 2006, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 138600
- Filed as: ANDERSON GROWTH PARTNERS, LLC
- Also doing business as: ANDERSON WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Birmingham, AL
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/138600
- AdvisorCensus page: https://advisorcensus.com/firm/anderson-growth-partners-llc-birmingham-al-138600

## Quick answers

**How is Anderson Growth Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Anderson Growth Partners, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Anderson Growth Partners, LLC located?**
Anderson Growth Partners, LLC's principal office is in Birmingham, AL, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Anderson Growth Partners, LLC registered with the SEC or a state?**
Anderson Growth Partners, LLC is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 138600.

**How much does Anderson Growth Partners, LLC manage?**
Anderson Growth Partners, LLC reports $1,009,025,725 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**How have Anderson Growth Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Anderson Growth Partners, LLC: Regulatory assets under management: $582,276,025 in the October 2021 data and $1,009,025,725 in the October 2026 data, up 73%. Total employees: 10 in October 2021 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Anderson Growth Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (172); pooled investment vehicles (other than investment companies and business development companies) (37).

**Which custodians does Anderson Growth Partners, LLC use?**
Anderson Growth Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Anderson Growth Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/138600

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,009,025,725
- Discretionary: $1,009,025,725
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 172 | $169,719,814 |
| Pooled investment vehicles (other than investment companies and business development companies) | 37 | $839,305,911 |

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

### Firm details
- Registered since: 2006 (20 years)
- Employees: 14 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Charleston, SC

### Websites listed on Form ADV (Item 1.I)
- agpadvisors.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $582,276,025 | 10 | March 29, 2021 |
| October 2022 | $793,647,504 | 10 | March 30, 2022 |
| October 2023 | $743,800,530 | 10 | May 16, 2023 |
| October 2024 | $843,258,236 | 10 | March 28, 2024 |
| October 2025 | $919,474,841 | 13 | March 26, 2025 |
| October 2026 | $1,009,025,725 | 14 | March 26, 2026 |

Regulatory assets under management: $582,276,025 in the October 2021 data and $1,009,025,725 in the October 2026 data, up 73%.
Total employees: 10 in October 2021 and 14 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Anderson Growth Partners, LLC (CRD 138600): Form ADV filing data as of October 2026.