Anderson Pewitt & Associates, Inc.
State-registered
Wealth Manager · Boutique (under $100M)
CRD 155516
· Birmingham, AL
· www.andersonpewitt.com
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ADV data as of Mar 17, 2026
- Regulatory AUM
- $68.4M
- Discretionary
- $53.4M
- Clients
- 66
- Avg AUM / client
- $1.0M
- Accounts
- 169
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 38 | $6.8M | 9.9% |
| High net worth individuals | 26 | $56.0M | 81.8% |
| Pooled investment vehicles (non-investment companies) | 1 | $990 | 0.0% |
| Charitable organizations | 1 | $5.7M | 8.27% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brian Hunter Anderson | Registered representative | Sep 2011 (15y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/17/2026 | 1.47 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
Custody
Reported custodians
- LPL Financial $68.4M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 17, 2026.
View current Form ADV (SEC/IAPD) ↗