Anderson Hoagland & Co

RIASEC RegisteredEst. 1980
Total AUM
$1.4B
Discretionary
$1.4B
100% of AUM
Avg account
$3.4M
Accounts
415
Employees
8
Advisory reps
7

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, privately owned registered investment adviser organized as a corporation and operating since 1980. The firm advises both high-net-worth individuals and families as well as institutional clients, offering financial planning and portfolio management across individual, pooled-vehicle, business, and institutional mandates. Its billing mixes percentage-of-AUM fees with hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor and is not structured as a multi-state or pension consulting specialist. Anderson Hoagland & Co. was named to CNBC’s Top 100 Financial Advisory Firms list for 2025.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 48%, Exchange Traded Equities 36%, State & Local Bonds 13%, Cash & Cash Equivalents 2%, US Government Bonds 1%48%
  • Public Funds/Mutual Funds48%
  • Exchange Traded Equities36%
  • State & Local Bonds13%
  • Cash & Cash Equivalents2%
  • US Government Bonds1%

Contacts

3 of 7
  • David Anderson

    David Anderson

    Founder and Chairman of the BoardCRD 4367190

  • Jeremy Phillips

    Jeremy Phillips

    Investment Advisor RepresentativeCRD 6661282

  • Cheryl Obrien

    Cheryl Obrien

    Practice ManagerCRD 6068739

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 74

Active vs passive

$774M in ETFs

Passive

69%

$535M

Active

26%

$238M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES MSCI EMERGING MARKETS EX CHINA ETF (EMXC)BlackRockPassiveDiversified Emerging Mkts$66.6M651,4528.61%
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Location

Primary office

Saint Louis, MO

Saint Louis

Location

Saint Louis, MO

Headquartered in Saint Louis, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.

Metro area
St. Louis-St. Charles-Farmington, MO-IL
Region
Midwest
County
Saint Louis
Address
9811 S 40 Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth