Hanseatic Management Services Inc
- Regulatory AUM
- $174M
- Discretionary
- $135M
- Clients
- 216
- Avg AUM / client
- $806K
- Accounts
- 200
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 140 | $41.0M | 23.6% |
| High net worth individuals | 76 | $61.0M | 35.1% |
| Pension and profit sharing plans | 0 | $2.0M | 1.15% |
| Other investment advisers | 0 | $69.0M | 39.7% |
| Corporations and other businesses | 0 | $1.0M | 0.57% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brian Richard Stangel | Ceo/President | Aug 2012 (14y) | 25% – 50% | |
| Amy Myles Stangel | Cco/Secretary | CFP | Jan 2017 (10y) | 25% – 50% |
| Sanderson, Russell, Todd | Cio/Chairman | Jan 2023 (4y) | 25% – 50% | |
| Connor Greenwood | Registered representative | Dec 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/12/2026 | 959 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
- Interactive Brokers $106M (61% of AUM) Mar 2026
- J.P. Morgan $60.0M (60% of AUM) Apr 2019
- BNY Mellon $17.6M (17% of AUM) Nov 2018
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Mar 12, 2026.
View current Form ADV (SEC/IAPD) ↗