Anderson Hoagland & Co

Overview

Anderson Hoagland & Co is a privately owned advisory firm that serves both individual and family clients as well as institutional investors. The firm charges a mix of percentage-of-AUM fees plus hourly and fixed-fee engagements, and reports that it manages discretionary mandates. It does not identify as an active ESG investor, is not set up as a multi-state adviser, and is not a capital allocator. The firm was recognized by CNBC as one of the Top 100 Financial Advisory Firms in 2025. The firm’s regulatory classification is listed as unclassified and the recorded owner type is individual. Public-facing descriptions of specific advisory or business lines were not provided in the source material.

Assets & Accounts

Public Holdings

Investments & Alternatives