BF/Anderson
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$37,893,286
Clients
58
Advisors
3
of 3 employees
About
B.F. Anderson & Co., Inc. provides discretionary and non‑discretionary investment supervisory services to individuals (including high‑net‑worth clients), corporations, pension plans, trusts, estates and other entities. The brochure also indicates the firm reports relationships with insurance companies and pooled investment vehicles and offers both wrap‑fee and non‑wrap account arrangements.
The firm follows a "Focused Investing" approach that blends fundamental analysis, technical analysis and charting to concentrate portfolios in a limited number of U.S. small‑ to large‑capitalization companies. B.F. Anderson does not use margin or option strategies, does not charge performance‑based fees, and maintains ongoing account monitoring with daily trade review and quarterly appraisal reports.
Compared with many peers, the firm’s sponsorship of a wrap fee program and its reported work with insurance company and pooled vehicle clients are uncommon for a firm of its size and structure. With three advisors managing roughly $62.6 million across a small client base, the firm relies on Schwab Advisor Services for custody and execution and discloses the related institutional services and potential conflicts that can arise from that relationship.
Client services
Expertise
Fee options
$0+: 2% annually (Wrap Fee Advisory Program, all-inclusive fee) $0+: 1.75% annually (Non-Wrap Advisory Services, advisory fees only)
Account minimum: $50,000 (negotiable)
Main office
2237 South Acadian Thruway, Suite 605
Baton Rouge LA 70808
Advisors at this office
3
Most active in
Louisiana · Texas
Also doing business as
B F Anderson & Co. Inc · B F Anderson & Co. Inc. · Bf/Anderson
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.
Forms ADV
Quick links
Advisors at this firm
Matthew S
Series 65
Baton Rouge, LA
BF/Anderson
Matthew Spencer is a financial advisor at BF/Anderson with 16 years of industry experience and holds a Series 65 designation. He has been with BF/Anderson since 2008. B.F. Anderson & Co., Inc. provides discretionary and non-discretionary investment supervisory services to individuals, corporations, pension plans, trusts, estates, and other entities. The firm employs a "Focused Investing" approach that combines fundamental analysis, technical analysis, and charting to concentrate portfolios in a limited number of U.S. companies across various capitalizations, and it offers both wrap-fee and non-wrap account arrangements.
Budd A
Series 63, Series 65
Baton Rouge, LA
BF/Anderson
Budd Anderson is a financial advisor at BF/Anderson with Series 63 and Series 65 credentials and 49 years of industry experience. He has been with B F Anderson & Co. Inc since 1995. B.F. Anderson & Co., Inc. is a state-registered investment adviser managing approximately $58.9 million across about 58 client relationships. The firm provides discretionary and non-discretionary portfolio management services to individuals, corporations, pension plans, trusts, and estates, employing a "Focused Investing" approach that combines fundamental and technical analysis to concentrate portfolios in U.S. companies without using margin or options strategies.
Amy A
Series 65
Baton Rouge, LA
BF/Anderson
Amy Anderson is a financial advisor at B.F. Anderson & Company with 14 years of industry experience. She has held roles at B.F. Anderson & Company since 2013 and previously worked at Purcell Advisory Services, LLC. Anderson holds a Series 65 credential. B.F. Anderson & Company provides discretionary and non-discretionary investment supervisory services to individuals, corporations, pension plans, trusts, and estates. The firm employs a "Focused Investing" approach that combines fundamental and technical analysis to concentrate portfolios in select U.S. companies and offers both wrap-fee and non-wrap account arrangements.
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