Anderson Growth Partners, LLC

Overview

Anderson Growth Partners, known as AGP, describes itself as a multifamily office with an emphasis on investing.² Its legal name in the supplied regulatory record is Anderson Growth Partners, LLC.¹ The SEC Form ADV data merge dated March 26, 2026, reports 14 employees.¹ Its reported client categories include wealthy individuals and pooled investment vehicles.¹

History

Clyde Anderson established the firm in 1997 to invest for the Anderson family.² A private equity program followed in 2002.² The firm dates its opening to outside clients and the launch of Anderson Opportunity Capital to 2005.² It moved its headquarters to Charleston in 2017 and launched AGP Focus Capital in 2020.²

Timeline

1. 1997Clyde Anderson established the firm in 1997 to invest for the Anderson family.
2. 2002A private equity program followed in 2002.
3. 2005The firm dates its opening to outside clients and the launch of Anderson Opportunity Capital to 2005.
4. 2017It moved its headquarters to Charleston in 2017 and launched AGP Focus Capital in 2020.
5. 2026The SEC Form ADV data merge dated March 26, 2026, reports 14 employees.

Leadership

The website names Clyde Anderson as Managing Partner and Founder, Adam Hamill as Managing Director, and Rick Wallington as CFO and Chief Compliance Officer.² Hamill oversees portfolios and office operations, while Wallington handles investment reporting, compliance and investment due diligence.²

Services

The firm describes public market strategies, private equity partnerships, direct investments alongside other investors, and real estate investing.² A separate description in its 2024 customer relationship summary covers retail advisory services under the Anderson Wealth Management name.³ That filing lists investment advice, financial planning, tax and estate planning, and reporting among the services available to retail investors.³

For these advisory accounts, the filing describes discretionary management.³ Clients grant authority through an investment management agreement, allowing the adviser to make investment purchases and sales without obtaining approval for each transaction.³ The relationship summary also describes ongoing portfolio monitoring against an investment policy statement agreed with the client.³

AGP also has documented roles in investment vehicles.⁴⁵ An SEC filing identifies it as managing member of Anderson Opportunity Capital, LLC.⁴ Another identifies AGP as the sole member of Anderson AC Management, LLC, which serves as general partner of Anderson Alternative Capital, LP.⁵

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Estate planning
• Private and alternative investments

Client focus

The firm's website identifies families and businesses as its audience.² The supplied March 26, 2026, Form ADV data records 172 high net worth individual clients and 37 pooled vehicle clients.¹ These categories distinguish individual advisory relationships from funds that pool investor capital.¹ The reported regulatory assets associated with individuals were $169,719,814, while pooled vehicles accounted for $839,305,911.¹

Investment philosophy and approach

The firm says it seeks growth through alternative strategies with limited correlation to public markets.² It describes using internal and external managers, private equity partnerships, and real estate opportunities where it believes it has knowledge or relationships.²

For Anderson Wealth Management retail accounts, the 2024 filing describes a portfolio process based on each client's financial circumstances and investment objectives.³ It says these accounts primarily use exchange traded funds and mutual funds selected with attention to cost.³ Clients can revise their objectives, restrictions and account guidelines.³

Assets and minimums

SEC Form ADV via IAPD, as of 03/26/2026, reports regulatory assets under management of $1,009,025,725.¹ The two reported client category asset amounts sum to that total.¹

By the numbers

FAQs

Related resources

• LocationMultifamily offices in Alabama

  This Alabama resource helps readers compare firms serving families and business owners near Birmingham and Charleston. It can clarify which providers address investment management, financial planning, tax matters, estate needs, and private investments when reviewing options for a family or company.

• Network siteEstatePlanner.com

  EstatePlanner.com offers practical guides on wills, trusts, and related decisions. A reader can use these materials to prepare questions about estate planning, beneficiary arrangements, and family wealth transfer when speaking with an advisory firm serving families or business owners.

• GuideMFO vs SFO vs virtual family office

  This comparison explains how multifamily offices differ from single family offices and virtual family offices. It helps a wealthy family or business owner consider the level of shared services, privacy, staffing, and cost that may fit investment management, planning, tax, and estate needs.

• GuideQuestions to ask a multifamily office

  These questions give prospective clients a checklist for evaluating a multifamily office. Readers can ask about investment management, financial planning, tax and estate coordination, private investments, client types, and experience serving families or businesses in the Charleston and Birmingham areas.

• Similar firmsWaverly Advisors, LLC
  Machen McChesney
  Stewardship Investment Planning

  Profiles of Waverly Advisors, LLC, Machen McChesney, and Stewardship Investment Planning provide similar points of comparison on this site. Reviewing their stated services and locations can help a family or business owner organize questions about planning, investments, tax work, and estate services.

Sources

1. SEC Form ADV via IAPD, as of 03/26/2026 Supplied directory data merge, CRD 138600. IAPD verification attempted October 23, 2026.
2. Anderson Growth Partners, firm website Accessed October 23, 2026.
3. Anderson Growth Partners, 2024 customer relationship summary Accessed October 23, 2026.
4. Anderson Opportunity Capital, SEC Form D amendment, 2024 Accessed October 23, 2026.
5. Anderson Alternative Capital, SEC Form D amendment, 2019 Accessed October 23, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.