AdFi
AG

ANDERSON GROWTH PARTNERS, LLC

SEC Registered

Growth-Oriented Investment Solutions for Families and Businesses

BIRMINGHAM, ALhttps://agpadvisors.com205-909-0950
Assets Under Management
$1B–$5B
Year Founded
1997
Employees
14
Office Locations
2 offices
Total Accounts
209

About the firm

AGP is an SEC-registered multi-family office located in Charleston, South Carolina and Birmingham, Alabama. Founded in 1997, AGP was originally created to meet the unique needs of the entrepreneurial Anderson family and provides customized investment advisory services for families and businesses, with a particular focus on growth-oriented alternative strategies with minimal correlation to the broader public markets.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthPooled Vehicles

Areas of expertise

Multi-family OfficeAlternative InvestmentsPrivate EquityDirect Co-investmentsReal EstateLiquid AlternativesFund-of-fundsGrowth-oriented Strategies

Services

Customized investment advisory services including public markets (alpha-driven liquid alternative investments), private equity partnerships, direct co-investments, and real estate investments.

Private funds / alternatives
HedgePrivate Equity

Who they serve

Families and businesses

Client segmentClientsAssets managed
High Net Worth Individuals172$170M
Pension/Profit Sharing Plans37$839M

0 total clients reported on Form ADV.

Leadership

Clyde Barbour Anderson
MANAGING MEMBER
Richard Stanley Wallington
CHIEF COMPLIANCE OFFICER
Adam Shea Hamill
MANAGING DIRECTOR

Office locations

2 offices in 2 states
AL
BIRMINGHAMHQ
SC
CHARLESTON

Advisors at this firm

1 advisor in the directory

Regulatory & compliance

CRD number
#138600
SEC Number
801-65663
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee / Performance-based
Minimum: $25,000 (waivable)
Asset tierAnnual rate
$0 - $2,000,0001.00%
$2,000,001 - $5,000,0000.70%
$5,000,001 - $10,000,0000.60%
$10,000,001 and above0.50%

Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ANDERSON GROWTH PARTNERS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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