Anderson Griggs & Company provides portfolio management for individuals and small businesses and selecting other managers.
Anderson Griggs & Company reports 170 clients. They include 115 individual clients, 51 high-net-worth individuals and 4 charitable organizations. Of its assets, 100.0% ($134M across 331 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 68% | 34% |
| High-net-worth individuals | 30% | 65% |
| Charitable organizations | 2% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 115 | $44.8M | 33.5% | $390K |
| High-net-worth individuals | 51 | $86.4M | 64.7% | $1.69M |
| Charitable organizations | Fewer than 5 | $2.41M | 1.8% | $602K |
| Total | 170 | $134M | 100% | — |
- Clients
- 115
- Regulatory AUM
- $44.8M
- AUM share
- 33.5%
- Avg. per client
- $390K
- Clients
- 51
- Regulatory AUM
- $86.4M
- AUM share
- 64.7%
- Avg. per client
- $1.69M
- Clients
- Fewer than 5
- Regulatory AUM
- $2.41M
- AUM share
- 1.8%
- Avg. per client
- $602K
Total
- Clients
- 170
- Regulatory AUM
- $134M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Anderson Griggs & Company is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Justin Anderson owns 50% to 75% of Anderson Griggs & Company. The leadership team of Anderson Griggs & Company includes President Justin Anderson and Chief Compliance Officer Craig Ferguson. It has 3 employees.
Leadership
Justin AndersonPresident/Treasurer/Secretary- Craig FergusonChief Compliance Officer
- Kendall AndersonFounder
- Elizabeth AndersonFormer Employee of Anderson Griggs Investments
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 50% to 75% of Anderson Griggs & Company, Inc.
Justin Anderson
Control person · since January 2019
- Owns 25% to 50% of Anderson Griggs & Company, Inc.
Kendall Anderson
Control person · since January 2019
- Owns 5% to 10% of Anderson Griggs & Company, Inc.
Elizabeth Anderson
since June 2024
Anderson Griggs & Company’s regulatory assets grew from $120M (June 2025) to $134M (January 2026); clients were 170 in both filings and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| January 2026 | $134M | 170 | 3 | 1 |
| June 2025 | $120M | 163 | 3 | 1 |
Besides its headquarters, Anderson Griggs & Company has 0 offices, with 1 listed address in South Carolina.
South Carolina · 1 listed address
- 113 E. Main Street, Suite 310, Rock HillHQ
Other business names
Anderson Griggs & Company has reported 2 other business names to the SEC.
- Anderson Griggs
- Anderson Griggs Portfolio Management
Contact and registration details
- Legal name
- Anderson Griggs & Company, Inc.
- Headquarters
- 113 E. Main Street, Suite 310, Rock Hill, SC 29730
- Website
- andersongriggs.com
- Phone
- 803-324-5044
- @anderson-griggs-investments
- SEC file
- 801-133808
- Structure
- South Carolina corporation
- Fiscal year end
- December
Anderson Griggs & Company uses Charles Schwab ($135M) as custodian for its separately managed accounts. Anderson Griggs & Company has custody of $48.1M in client assets for 71 clients.
The filed custodian amounts total more than regulatory assets under management. Each amount is shown as filed.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $135M100%
At year end, Anderson Griggs & Company’s separately managed accounts were mostly in stocks (64%) and bonds (30%).
What the accounts hold
- Stocks64%
- Non-exchange-traded equities51%
- Exchange-traded equities13%
- Bonds30%
- Cash6%
How many clients does Anderson Griggs & Company have?
Anderson Griggs & Company has 170 clients and manages $134 million for them, as of January 2026. They include 115 individual clients, 51 high-net-worth individuals and 4 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 21 January 2026
What services does Anderson Griggs & Company offer?
Anderson Griggs & Company provides portfolio management for individuals and small businesses and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Anderson Griggs & Company use?
Anderson Griggs & Company’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $135M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 21 January 2026
How many financial advisors does Anderson Griggs & Company have?
Anderson Griggs & Company has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 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 Griggs & Company invest in?
At the end of its last fiscal year, Anderson Griggs & Company’s separately managed accounts held 51% non-exchange-traded equities, 30% U.S. government and agency bonds, 13% exchange-traded equities and 6% 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 Griggs & Company?
Anderson Griggs & Company’s direct owners are Kendall Anderson (25% to 50%), Justin Anderson (50% to 75%) and Elizabeth Anderson (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 21 January 2026
How does Anderson Griggs & Company get paid?
Anderson Griggs & Company is paid through a percentage of assets under management. 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
Is Anderson Griggs & Company registered with the SEC?
Yes, Anderson Griggs & Company has been registered with the SEC as an investment adviser since 3 July 2025. Its CRD number is 110313 and its SEC file number is 801-133808.
Source: Form ADV Part 1A, Item 1, filed 21 January 2026; IAPD firm record
How do I contact Anderson Griggs & Company?
Anderson Griggs & Company’s main office is at 113 E. Main Street, Suite 310, Rock Hill, SC 29730. Its phone number is 803-324-5044. Its website is andersongriggs.com.