Wealth manager, independent · St Louis, MO
Anderson Hoagland & Co
SEC-registered investment adviser · CRD 105157 · SEC 801-15073
At a glance
Anderson Hoagland & Co is an SEC-registered investment adviser based in St Louis, Missouri, with $1.4B in regulatory assets under management as of its Form ADV filed February 3, 2026. It reports 136 individual clients, 112 of them high-net-worth, holding an average of about $7.0 million each, and 8 employees. That ranks it 772nd among the nation’s 5,657 independent wealth management RIAs and 18th of 92 in Missouri. It reports 3 custodians for its clients’ separately managed accounts: Charles Schwab, Merrill / Bank of America and BNY.
Main office 314-726-2107ahco.comAs filed on Form ADV
- Regulatory AUM
- $1.4B
- Rank among independent wealth managers
- #772 of 5,657
- Rank among all SEC RIAs
- #4,391 of 17,210
- Rank in Missouri
- #18 of 92
- Individual clients
- 136
- High-net-worth clients
- 112
- Accounts
- 415
- Discretionary
- 100% of AUM
- Employees
- 8
- Advisory staff
- 7
- Offices
- 1
Owners and executives on its Form ADV
- David C. AndersonChairman and Director
- John J. KangVice President, Corporate Secretary and Chief Compliance Officer
- Craig C. HoaglandPresident and Treasurer
Custody and brokerage
Broker-dealer
No broker-dealer ties
Anderson Hoagland & Co reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 112 | $932M | 65% |
| Charitable organizations | 7 | $401M | 28% |
| Corporations or other businesses | 3 | $67M | 5% |
| Pension and profit sharing plans | 4 | $14M | 1% |
| Individuals | 24 | $13M | <1% |
Disciplinary disclosures
Anderson Hoagland & Co reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Other services
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗ahco.com ↗
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The full record on Anderson Hoagland & Co
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 2,619 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Missouri
All of Missouri →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Atwood & Palmer, Inc.Kansas City | $2.0B | 511 |
| Parkwoods Wealth Partners, LLCClayton | $1.8B | 1,373 |
| Alpine Private WealthSaint Louis | $1.5B | 265 |
| Syntegra Private Wealth Group LLCChesterfield | $1.4B | 2,112 |
| Hill Investment GroupSt. Louis | $1.3B | 380 |
| Brand Asset Management Group, Inc.Chesterfield | $1.2B | 355 |
Background
Questions
How much does Anderson Hoagland & Co manage?
Anderson Hoagland & Co reports $1.4B in regulatory assets under management across 415 accounts, 100% of it on a discretionary basis, on its Form ADV filed February 3, 2026.
How many clients does Anderson Hoagland & Co have?
It reports 136 individual clients: 112 high-net-worth individuals and 24 other individuals. Individuals account for about 66% of its regulatory assets.
Where is Anderson Hoagland & Co headquartered?
Its main office is in St Louis, Missouri. It reports 1 office in total and 8 employees, 7 of whom perform investment advisory functions.
How does Anderson Hoagland & Co charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Anderson Hoagland & Co use?
It reports 3 custodians for its clients’ separately managed accounts: Charles Schwab, Merrill / Bank of America and BNY. On Schedule D of its Form ADV filed February 3, 2026, it reports these amounts held: Charles Schwab ($613M); Merrill / Bank of America ($340M); BNY ($202M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Anderson Hoagland & Co a hybrid RIA with a broker-dealer?
Anderson Hoagland & Co reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Anderson Hoagland & Co a fiduciary?
As an SEC-registered investment adviser, Anderson Hoagland & Co owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Anderson Hoagland & Co’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-02-03), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →