# Hoisington Investment Management Co

> Hoisington Investment Management Co is an SEC-registered investment advisory firm in Austin, TX, registered since 1980, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 107710
- Filed as: HOISINGTON INVESTMENT MANAGEMENT CO
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Austin, TX
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/107710
- AdvisorCensus page: https://advisorcensus.com/firm/hoisington-investment-management-co-austin-tx-107710

## Quick answers

**How is Hoisington Investment Management Co compensated?**
On its Form ADV (Item 5.E, October 2026), Hoisington Investment Management Co reports these compensation arrangements: a percentage of assets under its management.

**Where is Hoisington Investment Management Co located?**
Hoisington Investment Management Co's principal office is in Austin, TX, according to its Form ADV.

**Is Hoisington Investment Management Co registered with the SEC or a state?**
Hoisington Investment Management Co is an SEC-registered investment advisory firm, registered since 1980. Status as filed: Approved. CRD 107710.

**How much does Hoisington Investment Management Co manage?**
Hoisington Investment Management Co reports $1,793,855,850 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**How have Hoisington Investment Management Co's assets and staff changed since 2021?**
In the Form ADV data for Hoisington Investment Management Co: Regulatory assets under management: $5,724,275,252 in the October 2021 data and $1,793,855,850 in the October 2026 data, down 69%. Total employees: 10 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Hoisington Investment Management Co serve?**
By number of clients on Form ADV Item 5.D: state or municipal government entities (including government pension plans) (6); investment companies (1); pooled investment vehicles (other than investment companies and business development companies) (1).

**Which custodians does Hoisington Investment Management Co use?**
Hoisington Investment Management Co's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BNY Mellon, JPMorgan Chase Bank, N.A. and The Northern Trust Company as custodians holding 10% or more of its separately managed account assets.

**Does Hoisington Investment Management 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/107710

**What changed in Hoisington Investment Management Co's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $2,970,976,264 to $1,793,855,850 (-40%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- BNY Mellon
- JPMorgan Chase Bank, N.A.
- The Northern Trust Company

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: $1,793,855,850
- Discretionary: $1,793,855,850
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 1 | $129,273,100 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $14,034,162 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $321,191,450 |
| Charitable organizations | Fewer than 5 | $11,443,911 |
| State or municipal government entities (including government pension plans) | 6 | $1,283,288,822 |
| Insurance companies | Fewer than 5 | $28,294,595 |
| Corporations or other businesses not listed above | Fewer than 5 | $6,329,810 |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 1980 (45 years)
- Employees: 9 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $5,724,275,252 | 10 | March 25, 2021 |
| October 2022 | $5,511,977,852 | 10 | March 29, 2022 |
| October 2023 | $3,768,055,344 | 10 | March 29, 2023 |
| October 2024 | $3,721,493,423 | 10 | March 26, 2024 |
| October 2025 | $2,970,976,264 | 10 | May 5, 2025 |
| October 2026 | $1,793,855,850 | 9 | March 25, 2026 |

Regulatory assets under management: $5,724,275,252 in the October 2021 data and $1,793,855,850 in the October 2026 data, down 69%.
Total employees: 10 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $2,970,976,264 to $1,793,855,850 (-40%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hoisington Investment Management Co (CRD 107710): Form ADV filing data as of October 2026.