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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-01-1995
- Office Locations
- 1
Office Locations
About BF/Anderson
BF/ANDERSON is a Baton Rouge-based RIA serving retail and institutional clients, including business owners and entrepreneurs. The firm runs a concentrated, growth-oriented equity strategy, focusing portfolios on a small set of stocks it follows closely each day rather than broad diversification. Led by veteran market practitioner Budd "Andy" Anderson and daughter/portfolio manager Amy Anderson; custody includes Schwab and Merrill Lynch.
Reported data analysis
What the numbers show
Between July 12, 2011 and April 13, 2012, reported AUM decreased 32.9%, from $42.2M to $28.3M.
Of the latest reported AUM, 87.3% is discretionary and 12.7% is non-discretionary.
The firm reports 2 advisory representatives and 65 clients, or 32.5 clients per representative. That equates to $962.5K in reported AUM per client.
The profile lists 1 reported office location and 31 years in operation. The source data was last updated on March 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
BUDD FRANK ANDERSON JR
DIRECTOR, Financial Advisor, President
- CRD
- #830173
- Ownership
- 50% but less than 75%
AMY Engel Anderson
Investment Advisor, Owner
- CRD
- #6032977
- Ownership
- 10% but less than 25%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $54,574,036 | $262,910 |
| Non-Discretionary | $7,986,905 | $62,838 |
| Total | $62,560,941 | $187,386 |
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Separately Managed Accounts
SMA allocation detail is available
BF/Anderson has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.