Anderson Financial Partners provides portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Anderson Financial Partners reports 31 clients. They include 14 high-net-worth individuals, 9 charitable organizations, and 4 pension and profit-sharing plans. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $1.52B across 34 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 45% | 25% |
| Pension and profit-sharing plans | 13% | 15% |
| Charitable organizations | 29% | 37% |
| State or municipal government entities | 13% | 23% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 14 | $379M | 24.9% | $27.1M |
| Pension and profit-sharing plans | 4 | $231M | 15.2% | $57.8M |
| Charitable organizations | 9 | $559M | 36.8% | $62.1M |
| State or municipal government entities | 4 | $352M | 23.1% | $88M |
| Total | 31 | $1.52B | 100% | $49.1M |
- Clients
- 14
- Regulatory AUM
- $379M
- AUM share
- 24.9%
- Avg. per client
- $27.1M
- Clients
- 4
- Regulatory AUM
- $231M
- AUM share
- 15.2%
- Avg. per client
- $57.8M
- Clients
- 9
- Regulatory AUM
- $559M
- AUM share
- 36.8%
- Avg. per client
- $62.1M
- Clients
- 4
- Regulatory AUM
- $352M
- AUM share
- 23.1%
- Avg. per client
- $88M
Total
- Clients
- 31
- Regulatory AUM
- $1.52B
- AUM share
- 100%
- Avg. per client
- $49.1M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Anderson Financial Partners is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees); its fees and minimums are set out in its brochures on the SEC website.
John Anderson owns 75% or more of Anderson Financial Partners. The leadership team of Anderson Financial Partners includes Chief Compliance Officer Timothy Anderson. It has 4 employees, 2 of them in advisory roles.
Leadership
- Timothy AndersonManaging Partner & Chief Compliance Officer
- John AndersonManaging Partner
Staff
- 4 employees
- 2 in advisory functions
- Owns 75% or more of Anderson Financial Partners, Inc.
John Anderson
Control person · since March 2003
Anderson Financial Partners’ regulatory assets fell from $2.11B (March 2021) to $1.52B (March 2026); clients fell from 36 to 31 and employees were 4 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $1.52B | 31 | 4 | 1 |
| March 2025 | $1.18B | 32 | 4 | 1 |
| March 2024 | $1.21B | 35 | 4 | 1 |
| March 2023 | $1.2B | 37 | 4 | 1 |
| March 2022 | $1.4B | 35 | 4 | 1 |
| March 2021 | $2.11B | 36 | 4 | 1 |
Besides its headquarters, Anderson Financial Partners has 0 offices, with 1 listed address in Florida.
Florida · 1 listed address
- 212 Ponte Vedra Park Drive, Suite 200, Ponte VedraHQ
Contact and registration details
- Legal name
- Anderson Financial Partners, Inc.
- Headquarters
- 212 Ponte Vedra Park Drive, Suite 200, Ponte Vedra, FL 32082
- Phone
- 904-280-8995
- SEC file
- 801-62031
- Structure
- Florida corporation
- Fiscal year end
- December
Anderson Financial Partners does not have custody of client assets.
At year end, Anderson Financial Partners’ separately managed accounts were mostly in stocks (60%) and bonds (38%).
What the accounts hold
- Stocks60%
- Bonds38%
- Investment grade corporate bonds20%
- U.S. government and agency bonds10%
- State and local bonds5%
- High-yield corporate bonds3%
- Cash2%
How many clients does Anderson Financial Partners have?
Anderson Financial Partners has 31 clients and manages $1.52 billion for them, as of March 2026. They include 14 high-net-worth individuals, 9 charitable organizations, and 4 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 20 March 2026
What services does Anderson Financial Partners offer?
Anderson Financial Partners provides portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Anderson Financial Partners have?
Anderson Financial Partners has 0 investment adviser representatives registered with state securities authorities, out of 4 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Anderson Financial Partners invest in?
At the end of its last fiscal year, Anderson Financial Partners’ separately managed accounts held 60% exchange-traded equities, 20% investment grade corporate bonds, 10% U.S. government and agency bonds, 5% state and local bonds, 3% high-yield corporate bonds and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Anderson Financial Partners?
Anderson Financial Partners’ direct owner is John Anderson (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 20 March 2026
How does Anderson Financial Partners get paid?
Anderson Financial Partners is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Anderson Financial Partners?
Anderson Financial Partners’ main office is at 212 Ponte Vedra Park Drive, Suite 200, Ponte Vedra, FL 32082. Its phone number is 904-280-8995. Its website is andersonfinancialpartners.com.