# BF/ANDERSON

> BF/ANDERSON is a state-registered investment advisory firm in Baton Rouge, LA, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 109050
- Legal name: B F Anderson & Co. Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Baton Rouge, LA
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/109050
- AdvisorCensus page: https://advisorcensus.com/firm/bf-anderson-baton-rouge-la-109050

## Quick answers

**How is BF/ANDERSON compensated?**
On its Form ADV (Item 5.E, October 2026), BF/ANDERSON reports these compensation arrangements: a percentage of assets under its management; other.

**Where is BF/ANDERSON located?**
BF/ANDERSON's principal office is in Baton Rouge, LA, according to its Form ADV.

**Is BF/ANDERSON registered with the SEC or a state?**
BF/ANDERSON is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 109050.

**How much does BF/ANDERSON manage?**
BF/ANDERSON reports $62,560,941 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (87% discretionary).

**What types of clients does BF/ANDERSON serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (42); high net worth individuals (16); corporations or other businesses not listed above (3).

**Does BF/ANDERSON 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/109050

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $62,560,941
- Discretionary: $54,574,036
- Non-discretionary: $7,986,905

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 42 | $5,706,314 |
| High net worth individuals | 16 | $32,186,972 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $126,641 |
| Charitable organizations | 2 | $567,769 |
| Insurance companies | 1 | $3,860,987 |
| Corporations or other businesses not listed above | 3 | $20,112,258 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2012 (14 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: LA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bfanderson.com
- Facebook @BFANDERSONCO
- LinkedIn @BF-ANDERSON-COMPANY
- X @bfanderson_co
- YouTube @bfanderson

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. BF/ANDERSON (CRD 109050): Form ADV filing data as of October 2026.