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Anderson Griggs Investments

Updated today

Client assets under management

$131,201,036

Clients

166

31% high-net worth

Advisors

3

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

55

Typical

Average account size

$790,368

About

Anderson Griggs Investments provides discretionary investment supervisory and individual portfolio management services to individuals (including high-net-worth clients), trusts and charitable organizations, generally requiring a $100,000 minimum account (negotiable) and grouping related client accounts for fee determination. The firm develops individualized investment policies through client discussions and ongoing account supervision.

Investment management is delivered through two primary strategy series: a Capital Market Series that primarily uses index-tracking ETFs to replicate segments of the S&P indices and a Focused Series that holds individual large-cap global equities with less emphasis on broad diversification. The firm employs fundamental, quantitative, cyclical and qualitative analysis, uses asset allocation to set equity/fixed-income mixes, and pursues both long-term and shorter-term trades as appropriate.

Noteworthy features include a general avoidance of actively managed mutual funds in favor of ETFs and direct equity ownership, and a formal recommendation that clients custody assets with Charles Schwab — from which the firm receives additional research and services that could create indirect conflicts of interest. Anderson Griggs does not vote client proxies (clients retain that responsibility), maintains a Code of Ethics and related-person trade restrictions, and retains discretion to negotiate fees and offer employee/family discounts.

Client services

Portfolio management Selection of other advisers

Expertise

Passive / index investing Active portfolio management

Fee options

Percentage

$0 - $100,000: 1.3125% (Focused Growth & Focused Balanced) or 1.7500% (Capital Markets Balanced & Capital Markets Growth) $100,000 - $200,000: 1.1250% (Focused Growth & Focused Balanced) or 1.5000% (Capital Markets Balanced & Capital Markets Growth) $200,000 - $500,000: 0.9375% (Focused Growth & Focused Balanced) or 1.2500% (Capital Markets Balanced & Capital Markets Growth) $500,000 - $5,000,000: 0.7500% (both fee schedules) $5,000,000+: Management fees are negotiated

Other

Account minimum: $100,000 Fee-only: Advisory fees only; no commissions or performance-based fees

Main office location

Anderson Griggs Investments

113 E. Main Street, Suite 310

Rock Hill SC 29730, United States

Number of offices

1

Most active in

North Carolina · South Carolina

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Justin A

Series 65

Rock Hill, SC

Anderson Griggs Investments

Justin Anderson is a financial advisor at Anderson Griggs Investments with 20 years of industry experience. He holds a Series 65 designation and has worked at Anderson Griggs & Co., Inc. since 2008. Anderson Griggs Investments provides investment supervisory services and individual portfolio management to individuals, trusts, and charitable organizations, typically managing accounts of at least $100,000. The firm’s investment approach emphasizes asset allocation through index-tracking ETFs and individual large-cap global equities, using a combination of fundamental, quantitative, qualitative, and cyclical analysis methods.

Passive / index investing Active portfolio management
user avatar

Kendall A

CFA®, Series 63

Rock Hill, SC

Anderson Griggs Investments

Kendall Anderson is a CFA charterholder with 19 years of industry experience. He has been with Anderson Griggs Portfolio Management since 1996. Anderson Griggs Investments provides investment supervisory services and individual portfolio management to individuals, trusts, and charitable organizations. The firm’s approach emphasizes asset allocation through index-tracking ETFs and selected large-cap global equities, focusing on long-term holdings with the flexibility for short-term trading when appropriate.

Passive / index investing Active portfolio management
user avatar

Craig F

Series 63, Series 65

Rock Hill, SC

Anderson Griggs Investments

Craig Ferguson Sr. is a financial advisor at Anderson Griggs Investments with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Anderson Griggs & Co., Inc. since 2018, following positions at Dempsey Lord Smith, LLC and Southeast Investments, N.C. Inc. Anderson Griggs Investments provides investment supervisory services and portfolio management to individuals, trusts, and charitable organizations, typically managing accounts of at least $100,000. The firm employs a disciplined investment approach focused on asset allocation through index-tracking ETFs and selected large-cap equities, emphasizing long-term holdings and generally avoiding actively managed mutual funds.

Passive / index investing Active portfolio management
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