SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Anderson Hoagland & Co
St Louis, MO
CRD 105157
Firm filing updated February 3, 2026 ·
- $1.4BAssets
- 150Clients
- 7Advisory staff
- 415Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals112
- Individuals24
- Charities7
- Pension and profit sharing plans4
- Corporations or other businesses3
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 24 | $13.5 million |
| High net worth individuals | 112 | $932.1 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $14.4 million |
| Charitable organizations | 7 | $400.8 million |
| Corporations or other businesses not listed above | 3 | $66.5 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 5 services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other: "CONSULTING"
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other: "CONSULTING"
Assets and accounts
- Regulatory assets$1.4 billion
- Accounts415
- DiscretionaryAll accounts
People
- Employees8
- Advisory staff7
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients11 to 25
Advisors
4 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 105157, SEC file 801-15073.
- Registered with the SEC as an investment advisor (status date on record: March 4, 1980).
Is Anderson Hoagland & Co a fiduciary?
Short answer: Anderson Hoagland & Co is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.