ANDERSON HOAGLAND & CO

RIASEC RegisteredEst. 1980

Total AUM

$1.4B

Discretionary

$1.4B

100% of AUM

Avg account

$3.4M

Accounts

415

Employees

Advisory reps

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 that manages portfolios for high-net-worth individuals, families and institutional clients. The firm blends a mutual fund/ETF-centered core with select individual equity positions and a meaningful allocation to private-market alternatives. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee planning options. Anderson Hoagland emphasizes portfolio management and financial planning across individual, pooled-vehicle and institutional mandates, and is not positioned as an ESG-led or pension consulting specialist. The firm earned placement on CNBC’s Top 100 Financial Advisory Firms list in 2025. Investment behavior shows a preference for public funds and ETFs as the backbone of client portfolios, supplemented by targeted stock holdings and third-party alternative managers for venture, private placement and real estate exposure. The mix suggests a foundation of liquid, cost-efficient vehicles with opportunistic use of less-liquid strategies to add return potential and diversification.