Hoisington Investment Management Co
- Regulatory AUM
- $1.8B
- Discretionary
- $1.8B
- Clients
- 8
- Avg AUM / client
- $224M
- Accounts
- 14
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $129M | 7.21% |
| Pooled investment vehicles (non-investment companies) | 1 | $14.0M | 0.78% |
| Pension and profit sharing plans | Fewer than 5 clients | $321M | 17.9% |
| Charitable organizations | Fewer than 5 clients | $11.4M | 0.64% |
| State or municipal government entities | 6 | $1.3B | 71.5% |
| Insurance companies | Fewer than 5 clients | $28.3M | 1.58% |
| Corporations and other businesses | Fewer than 5 clients | $6.3M | 0.35% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Staff Retirement Plan Of The Washington Education Association Washington Education Association | 2024 | |
| Southern California United Food And Commercial Workers Unions And Drug Employers Pension Fund Board Of Trustees, Southern California United Food | 2024 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Van Robert Hoisington | Chief Executive Officer; Shareholder | Jan 1987 (40y) | 10% – 25% | |
| David Maxwell Hoisington | Chief Compliance Officer; Trustee | Sep 1991 (35y) | 50% – 75% | |
| Hoisington, Ethel, Jeanne | Shareholder | May 2011 (15y) | 10% – 25% | |
| Van Robert Hoisington | Registered representative | Aug 1992 (34y) | ||
| Lacy Harris Hunt | Registered representative | Jun 2010 (16y) | ||
| John Andrew Dahlheim | Registered representative | Jul 2010 (16y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Jeanne Hoisington 2011 Family Trust | Shareholder | May 2011 | A | 25% – 50% |
| David Maxwell Hoisington 2011 Family Trust | Shareholder | May 2011 | A | 10% – 25% |
| Van R Hoisington, Jr 2011 Family Trust | Shareholder | May 2011 | A | 10% – 25% |
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.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Staff Retirement Plan Of The Washington Education Association | Washington Education Association | 188 | $191M | 09/01/2024 |
| Southern California United Food And Commercial Workers Unions And Drug Employers Pension Fund | Board Of Trustees, Southern California United Food | 9,388 | $928M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 955 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
Services
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- BNY Mellon $946M (53% of AUM) Mar 2026
- Northern Trust $344M (19% of AUM) Mar 2026
- J.P. Morgan $306M (17% of AUM) Mar 2026
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 25, 2026.
View current Form ADV (SEC/IAPD) ↗