SourcingSourcing

ANDERSON GROWTH PARTNERS, LLC

C32
CRD 138600·SEC 801-65663·BIRMINGHAM, AL
AUM
$1.01B
$1B+
Est. Revenue
$10.1M
@ 1% on AUM
Est. EBITDA
$3.0M
@ 30% margin
Est. Deal Value
$24.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ANDERSON GROWTH PARTNERS, LLC
CRD
138600
SEC file #
801-65663
EIN
472567595
DBA names
—

Economics

AUM
$1.01B
AUM band
$1B+
AUM trajectory
'20'26
$405.2M → $1.01B▲ +149%
Client mix
Individuals High Net Worth172
Pooled Investment Vehicles37

Operations

Employees (total)
14
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
5 advisors → 5 advisors▬ 0%
Primary office
BIRMINGHAM AL
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesOther Advisory Services
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
agpadvisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ANDERSON, CLYDE, BARBOUR
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
ANDERSON, CLYDE, BARBOUR
DAVIDSON, KYLE, ROBERT
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
AGPADVISORS.COM
Rdap Domain Creation Date
2014-09-03T16:15:03Z
Rdap Firm Age Years
12
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001644952
Edgar Registered
Yes
Edgar Filing Count
5
Edgar First Filing Date
2015-06-12
Edgar Last Filing Date
2019-03-25
Edgar Form D Count
5
Edgar Form D Offerings
2019-03-252019-03-25 · 0001527746-19-000005
2018-03-262018-03-26 · 0001644952-18-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Pershing20
Goldman Sachs4
E*trade4
Morgan Stanley3
Fidelity2
Edgar Addresses
Mailing
C/O ANDERSON GROWN PARTNERS, LLC3 PROTECTIVE CTR, 2801 HWY 280 S, STE350BIRMINGHAM, AL 35223
Business
C/O ANDERSON GROWN PARTNERS, LLC3 PROTECTIVE CTR, 2801 HWY 280 S, STE350BIRMINGHAM, AL 35223
Edgar EIN
472567595
Edgar Recent Filings
D/A2019-03-25 · 0001527746-19-000005
D/A2018-03-26 · 0001644952-18-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-09-03T16:15:03Z
Rdap Domain Last Changed
2024-09-04T11:00:55Z
Rdap Nameservers
Pdns07.domaincontrol.comPdns08.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
5075259
Trust Company Affiliate
No

People (5)

5
ANDERSON, CLYDE, BARBOUR
Direct Owner · 87.5%
5075259
DAVIDSON, KYLE, ROBERT
Executive Officer · 2.5%
8041783
HAMILL, ADAM, SHEA
Executive Officer · 2.5%
6932868
WALLINGTON, RICHARD, STANLEY
Executive Officer · 2.5%
5519307
Jonathan Lawrence Rice
IAR
6917217