SourcingSourcing

ANDERSON FINANCIAL PARTNERS, INC.

B50
CRD 126641·SEC 801-62031·PONTE VEDRA, FL
AUM
$1.52B
$1B+
Est. Revenue
$15.2M
@ 1% on AUM
Est. EBITDA
$4.6M
@ 30% margin
Est. Deal Value
$36.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ANDERSON FINANCIAL PARTNERS, INC.
CRD
126641
SEC file #
801-62031
EIN
—
DBA names
—

Economics

AUM
$1.52B
AUM band
$1B+
AUM trajectory
'20'26
$1.61B → $1.52B▼ -6%
Client mix
Individuals High Net Worth14
Charitable Organizations9
Pension Profit Sharing Plans4
State Or Municipal Govt4

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
PONTE VEDRA FL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/20/2026
ADV-W filed at
—
Website
andersonfinancialpartners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ANDERSON, JOHN, KARL
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
ANDERSON, JOHN, KARL
ANDERSON, TIMOTHY, J
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
ANDERSONFINANCIALPARTNERS.COM
Rdap Domain Creation Date
2018-08-30T14:58:23Z
Rdap Firm Age Years
8
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
3
Form 5500 Total Compensation
74,980
Form 5500 Compensation Trajectory 3y
202574,980
Form 5500 Plan Count Trajectory 3y
20253
Schedule C Total Compensation
74,980
Schedule C Service Provider Rows
3

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-08-30T14:58:23Z
Rdap Domain Last Changed
2023-08-31T14:30:56Z
Rdap Nameservers
Ns61.domaincontrol.comNs62.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
828441
Trust Company Affiliate
No

People (2)

2
ANDERSON, JOHN, KARL
Direct Owner · 87.5%
828441
ANDERSON, TIMOTHY, J
Executive Officer · 2.5%
5639207