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| Anderson Financial Strategies LLC
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| CRD # | 290343 |
| SEC # | 801-121691 |
| CIK # | 0002018166 |
| AUM | 402.1 M (2026-03-31) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 855-237-4545 |
| Address | 2500 Stratacache Tower Dayton, OH 45423 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002018166 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| LSI Industries Inc | 2.0 | ||
| Bioventus Inc | 1.8 | ||
| Applovin Corp | 1.8 | ||
| Goodyear Tire & Rubber Co /OH/ | 1.7 | ||
| Eastern Bankshares Inc | 1.6 | ||
| Live Nation Entertainment Inc | 1.6 | ||
| Renaissancere Holdings Ltd | 1.6 | ||
| Diebold Inc | 1.6 | ||
| Chart Industries Inc | 1.6 | ||
| J P Morgan Chase & Co | 0.6 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 111 | 32.9 |
| (b) Individuals (high net worth individuals) | 71 | 162.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 37 | 196.1 |
| (h) Charitable organizations | 6 | 3.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 7.2 |
| (n) Other | 0 | 0.0 |
| Total | 230 | 402.1 |
| By Discretionary | ||
| Discretionary | 230 | 402.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 230 | 402.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 402.1 | |
| Total | 230 | 402.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002018166] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Legacy Investment Partners LLC
✚
|
KS | 403.1 M |
|
Carnegie Lake Advisors LLC
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|
NJ | 403.0 M |
|
LCM Capital Management Inc
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IL | 403.0 M |
|
Erben Associates LLC
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|
TX | 402.5 M |
|
Henry James International Management Inc
✚
|
NY | 402.4 M |
|
BCI Securities Inc
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|
FL | 402.2 M |
|
Proathlete Wealth Management LLC
✚
|
FL | 402.2 M |
|
Silver Coast Investments LLC
✚
|
CA | 401.6 M |
|
H L Ormond & Company LLC
✚
|
NC | 401.4 M |
|
Essential Partners LLC
✚
|
CA | 401.1 M |