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RIA / WealthRegistered advisermixed wealth managerSEC registeredRAUM 1b 10b

ANDERSON FINANCIAL PARTNERS, INC.

CRD 126641

PONTE VEDRA, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0208596e-e28f-380c-19fc-6a72e41ac0fa

Data as of Mar 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:44 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 2
On other graphs: 1
Observed: Mar 30, 2012 to Mar 20, 2026
19 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

Anderson Financial Partners, Inc.

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: mixed wealth managerderivedprivate_client_share=0.25 fund_share=0.0 institutional_share=0.75 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.5BItem 5.F on the latest filing (2026-03-20); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $379MderivedItem 5.D individuals plus high net worth individuals
Private client share: 25%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 34
Individual clients: 0
High net worth clients: 14
SEC number: 801-62031
CRD: 126641
Filings on the tape: 19
First filed: Mar 30, 2012
Latest filed: Mar 20, 2026
Organised: Corporation, FL
Website: andersonfinancialpartners.com

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ANDERSON, JOHN, KARL	MANAGING PARTNER	E	yes	03/2003	Mar 20, 2026	Mar 20, 2026
ANDERSON, TIMOTHY, J	MANAGING PARTNER & CHIEF COMPLIANCE OFFICER	Na	no	07/2008	Mar 20, 2026	Mar 20, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 20, 2026	$1.5B	$0	4	2	0	n/a	n/a
2024	Mar 25, 2025	$1.2B	$0	4	2	0	n/a	n/a
2023	Mar 27, 2024	$1.2B	$0	4	2	0	n/a	n/a
2022	Mar 30, 2023	$1.2B	$0	4	2	0	n/a	n/a
2021	Mar 31, 2022	$1.4B	$0	4	2	0	n/a	n/a
2020	Mar 30, 2021	$2.1B	$0	4	2	0	n/a	n/a
2019	Apr 29, 2020	$1.9B	$0	4	2	0	n/a	n/a
2018	Mar 29, 2019	$1.6B	$0	4	2	0	n/a	n/a
2017	Mar 1, 2018	$1.7B	$0	4	2	0	n/a	n/a
2016	Mar 30, 2017	$1.7B	$0	5	3	n/a	n/a	n/a
2015	Mar 30, 2016	$1.7B	$0	5	3	n/a	n/a	n/a
2014	Mar 30, 2015	$1.6B	$0	5	3	n/a	n/a	n/a
2013	Mar 27, 2014	$1.6B	$0	5	3	n/a	n/a	n/a
2012	Mar 28, 2013	$1.1B	$0	5	3	n/a	n/a	n/a
2011	Mar 30, 2012	$900M	$0	n/a	0	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.5B	$1.2B	29.3%	$1.2B	8.3%	4	4	0	0

Relationships

Owns (1)

← ANDERSON, TIMOTHY, JOwnerMANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 30, 2012 to Mar 27, 2024factForm ADV

Controls (1)

← ANDERSON, JOHN, KARLOwnerMANAGING PARTNER, ownership code E, individual
Mar 30, 2012 to Mar 27, 2024factForm ADV

Dated events

Occurred
Mar 20, 2026
Regulatory AUM changed
Anderson Financial Partners, Inc. reported RAUM $1.5B, up 29% from $1.2B (2025-03-25 to 2026-03-20)
Form ADVobserved 4 days ago
$345M
Occurred
Mar 31, 2022
Regulatory AUM changed
Anderson Financial Partners, Inc. reported RAUM $1.4B, down 34% from $2.1B (2021-11-12 to 2022-03-31)
Form ADVobserved 4 days ago
$-710M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0208596e-e28f-380c-19fc-6a72e41ac0fa
First observed: Mar 30, 2012
Last observed: Mar 20, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ANDERSON FINANCIAL PARTNERS, INC.

CRD 126641

PONTE VEDRA, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0208596e-e28f-380c-19fc-6a72e41ac0fa

Data as of Mar 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:44 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ANDERSON, JOHN, KARL

MANAGING PARTNER

yes

03/2003

Mar 20, 2026

ANDERSON, TIMOTHY, J

MANAGING PARTNER & CHIEF COMPLIANCE OFFICER

07/2008

Mar 20, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 20, 2026

$1.5B

n/a

2024

Mar 25, 2025

$1.2B

n/a

2023

Mar 27, 2024

$1.2B

n/a

2022

Mar 30, 2023

$1.2B

n/a

2021

Mar 31, 2022

$1.4B

n/a

2020

Mar 30, 2021

$2.1B

n/a

2019

Apr 29, 2020

$1.9B

n/a

2018

Mar 29, 2019

$1.6B

n/a

2017

Mar 1, 2018

$1.7B

n/a

2016

Mar 30, 2017

$1.7B

n/a

2015

Mar 30, 2016

$1.7B

n/a

2014

Mar 30, 2015

$1.6B

n/a

2013

Mar 27, 2014

$1.6B

n/a

2012

Mar 28, 2013

$1.1B

n/a

2011

Mar 30, 2012

$900M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.5B

$1.2B

29.3%

$1.2B

8.3%