This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$134MItem 5.F on the latest filing (2026-01-21); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$134M

Private client RAUM

$131MderivedItem 5.D individuals plus high net worth individuals

Private client share

98%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$44.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

3

Advisory employees

3

Offices

0Schedule D 1.F, beyond the principal office

Accounts

331

Individual clients

115

High net worth clients

51

Custody, client assets

$48.1M

SEC number

801-133808

CRD

110313

Filings on the tape

6

First filed

Dec 16, 2011

Latest filed

Jan 21, 2026

Organised

Corporation, SC

Website

andersongriggs.com

Graph

RIA / Wealth Management

Canonical id

dfx:ria:fa19c2cb-0f04-1f87-205f-e2b304fed534

First observed

Dec 16, 2011

Last observed

Jan 21, 2026 8 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.