# Anderson Hoagland & Co

> Anderson Hoagland & Co is an SEC-registered investment advisory firm in St Louis, MO, registered since 1980, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated February 3, 2026.

- CRD: 105157
- Filed as: ANDERSON HOAGLAND & CO
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: St Louis, MO
- Filing period: October 2026
- Form ADV filing dated: February 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/105157
- AdvisorCensus page: https://advisorcensus.com/firm/anderson-hoagland-and-co-st-louis-mo-105157

## Quick answers

**How is Anderson Hoagland & Co compensated?**
On its Form ADV (Item 5.E, October 2026), Anderson Hoagland & Co reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Anderson Hoagland & Co located?**
Anderson Hoagland & Co's principal office is in St Louis, MO, according to its Form ADV.

**Is Anderson Hoagland & Co registered with the SEC or a state?**
Anderson Hoagland & Co is an SEC-registered investment advisory firm, registered since 1980. Status as filed: Approved. CRD 105157.

**How much does Anderson Hoagland & Co manage?**
Anderson Hoagland & Co reports $1,427,316,567 in regulatory assets under management in its Form ADV filing dated February 3, 2026 (100% discretionary).

**How have Anderson Hoagland & Co's assets and staff changed since 2021?**
In the Form ADV data for Anderson Hoagland & Co: Regulatory assets under management: $895,615,978 in the October 2021 data and $1,427,316,567 in the October 2026 data, up 59%. Total employees: 6 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Anderson Hoagland & Co serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (112); individuals (other than high net worth individuals) (24); charitable organizations (7).

**Which custodians does Anderson Hoagland & Co use?**
Anderson Hoagland & Co's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Bank of America Private Bank, BNY Mellon, NA and Charles Schwab & Co., Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Anderson Hoagland & Co report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/105157

**What changed in Anderson Hoagland & Co's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $1,241,084,228 to $1,427,316,567 (+15%). Registered or notice-filed in NH.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Bank of America Private Bank
- BNY Mellon, NA
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,427,316,567
- Discretionary: $1,427,316,567
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 24 | $13,458,787 |
| High net worth individuals | 112 | $932,055,281 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $14,420,490 |
| Charitable organizations | 7 | $400,844,472 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 3 | $66,537,537 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other

### Firm details
- Registered since: 1980 (46 years)
- Employees: 8 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, GA, MO, NE, NH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ahco.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $895,615,978 | 6 | March 19, 2021 |
| October 2022 | $1,096,568,230 | 6 | January 28, 2022 |
| October 2023 | $921,514,996 | 7 | February 22, 2023 |
| October 2024 | $1,062,751,142 | 7 | July 12, 2024 |
| October 2025 | $1,241,084,228 | 8 | February 27, 2025 |
| October 2026 | $1,427,316,567 | 8 | February 3, 2026 |

Regulatory assets under management: $895,615,978 in the October 2021 data and $1,427,316,567 in the October 2026 data, up 59%.
Total employees: 6 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $1,241,084,228 to $1,427,316,567 (+15%).
- Registered or notice-filed in NH.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Anderson Hoagland & Co (CRD 105157): Form ADV filing data as of October 2026.