Anderson Griggs Investments
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$131,201,036
Clients
166
Advisors
3
of 3 employees
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
Expertise
Fee options
$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
Account minimum: $100,000 Fee-only: Advisory fees only; no commissions or performance-based fees
Main office
113 E. Main St., Suite 310
Rock Hill SC 29730
Advisors at this office
3
Most active in
North Carolina · South Carolina
Also doing business as
Anderson Griggs · Anderson Griggs & Company, Inc. · Anderson Griggs Investments · Anderson Griggs Portfolio Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
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.
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.
Craig F
Series 63, Series 65
Rock Hill, SC
Anderson Griggs Investments
Craig Ferguson Sr. is a financial advisor with Anderson Griggs Investments in Rock Hill, SC, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has worked at Anderson Griggs & Co., Inc. since 2018, following prior roles at Dempsey Lord Smith, LLC, and Southeast Investments, N.C. Inc. Anderson Griggs Investments provides discretionary investment supervisory and portfolio management services to individuals, trusts, and charitable organizations, often serving high-net-worth clients. The firm employs a dual-strategy approach utilizing index-tracking ETFs and focused individual large-cap global equities, combining fundamental, quantitative, cyclical, and qualitative analysis within tailored investment policies.
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