Anderson Hoagland & Co

RIASEC Registered
Total AUM
$1.4B
Discretionary
$1.4B
100% of AUM
Avg account
$3.4M
Accounts
415
Employees
8
Advisory reps
7

Firm details

Headquarters
Saint Louis, Missouri
CRD number
105157
Registered since
March 4, 1980
Website
ahco.com
Custodians
CHARLES SCHWAB & CO., INC., BANK OF AMERICA, THE BANK OF NEW YORK MELLON
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI65.3%
  • Charitable Organizations28.08%
  • Corporations / Businesses4.66%
  • Pension & Profit Sharing Plans1.01%
  • Individuals0.94%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Anderson Hoagland & Co. is an independent registered investment adviser organized as a corporation and registered with the SEC in 1980. The firm serves both individual & family clients and institutional accounts, offering financial planning and portfolio management for individuals, small businesses, pooled investment vehicles, and other business or institutional clients. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The adviser does not self-identify as an active ESG investor, and it does not function as a capital allocator. Anderson Hoagland & Co. was named one of CNBC’s Top 100 Financial Advisory Firms in 2025.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 48%, Exchange Traded Equities 36%, State & Local Bonds 13%, Cash & Cash Equivalents 2%, US Government Bonds 1%48%
  • Public Funds/Mutual Funds48%
  • Exchange Traded Equities36%
  • State & Local Bonds13%
  • Cash & Cash Equivalents2%
  • US Government Bonds1%

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 73

Active vs passive

$810M in ETFs

Passive

68%

$553M

Active

26%

$257M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD US MULTIFACTOR ETF (VFMF)VanguardActiveMid Cap Value$58.4M309,6197.22%

Location

Primary office

Saint Louis, MO

Saint Louis

Location

Saint Louis, MO

Headquartered in Saint Louis, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.

Metro area
St. Louis-St. Charles-Farmington, MO-IL
Region
Midwest
County
Saint Louis
Address
9811 S 40 Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth