Anderson Hoagland & Co
- Regulatory AUM
- $1.4B
- Discretionary
- $1.4B
- Clients
- 150
- Avg AUM / client
- $9.5M
- Accounts
- 415
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Feb 03, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 24 | $13.5M | 0.94% |
| High net worth individuals | 112 | $932M | 65.3% |
| Pension and profit sharing plans | 4 | $14.4M | 1.01% |
| Charitable organizations | 7 | $401M | 28.1% |
| Corporations and other businesses | 3 | $66.5M | 4.66% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $21.5M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Ahco Core Fund, Llc | Other Private Fund | Missouri | $15.9M | 29 |
| Ahco Bond Fund, Llc | Other Private Fund | Missouri | $5.6M | 11 |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David C. Anderson | Chairman And Director | CFA | Oct 1995 (31y) | 25% – 50% |
| Craig Carpenter Hoagland | President And Treasurer | CFA | Dec 1997 (29y) | 25% – 50% |
| John Joseph Kang | Vice President, Corporate Secretary And Chief Compliance Officer | Apr 2008 (18y) | 25% – 50% | |
| Laurance R. Hoagland | Registered representative | CFA | Oct 1995 (31y) | |
| Cheryl A Obrien | Registered representative | Feb 2019 (7y) | ||
| Andrew Michael Shenberg | Registered representative | CFP CFA | Feb 2023 (3y) | |
| Jeremy Meier Phillips | Registered representative | Apr 2024 (2y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $21.5M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Ahco Core Fund, Llc | Other Private Fund | $15.9M | $50.0K | 29 |
| Ahco Bond Fund, Llc | Other Private Fund | $5.6M | $25.0K | 11 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/03/2026 | 968 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $613M (43% of AUM) Feb 2026
- Bank Of America, National Association $340M (24% of AUM) Feb 2026
- BNY Mellon $202M (14% of AUM) Feb 2026
- Umb Bank $125M (10% of AUM) Feb 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 03, 2026.
View current Form ADV (SEC/IAPD) ↗