ANDERSON HOAGLAND & CO

Adviser information for ANDERSON HOAGLAND & CO last updated from Form ADV on February 12th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Missouri, United States

Employees

Total Number of Employees 7
Investment Advisory/Research 6
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 6
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 370 $1.1B
Non-Discretionary 0 $0
Total 370 $1.1B

Clients

Type Number RAUM
Individuals 20 $6.1M
HNW Individuals 109 $690.8M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 2 $21.5M
Pension and profit sharing plans 4 $8.9M
Charitable organizations 6 $280.0M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 3 $55.6M
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 11-25

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsCONSULTING
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-15073
SEC ERA File Number 801-15073
SEC CIK Numbers 791191
SEC CRD Numbers 105157
Legal Entity Identifier None

Principal Office

9811 SOUTH FORTY DRIVE, SUITE 200
ST LOUIS
MO
United States
Monday - Friday, 8:00 A.M.-5:00 P.M.
Tel: 314-726-2107, Fax: 314-726-2462

Websites

Chief Compliance Officer

JOHN J. KANG
VICE PRESIDENT AND CORPORATE SECRETARY
9811 SOUTH FORTY DRIVE, SUITE 200
ST. LOUIS
MO
United States
Tel: 314-726-2107
Fax: 314-726-2462
(Full email address available in API data)

Regulatory Contact

CRAIG C. HOAGLAND
PRESIDENT AND TREASURER
9811 SOUTH FORTY DRIVE, SUITE 200
ST LOUIS
MO
United States
Tel: 314-726-2107
Fax: 314-726-2462
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
AHCO BOND FUND, LLC TAXABLE BOND FUND $5.6M $0.0M 11
AHCO CORE FUND, LLC CORE EQUITY $15.9M $0.1M 29

Control Persons

Name Type Entity Title Since Ownership
ANDERSON, DAVID, C. Individual CHAIRMAN AND DIRECTOR 12/2012 25-50%
KANG, JOHN, JOSEPH Individual VICE PRESIDENT, CORPORATE SECRETARY AND CHIEF COMPLIANCE OFFICER 12/2012 25-50%
HOAGLAND, CRAIG, CARPENTER Individual PRESIDENT AND TREASURER 12/2012 25-50%

No. Employees, Historic

10502020202120222023202420257 on 4/3/20207 on 6/23/20206 on 3/19/20216 on 1/28/20227 on 2/22/20237 on 2/12/2024

RAUM, Historic

2B1B0202020212022202320242025634205136 on 4/3/2020634205136 on 6/23/2020895615978 on 3/19/20211096568230 on 1/28/2022921514996 on 2/22/20231062751142 on 2/12/2024

No. Clients, Historic

2001000202020212022202320242025105 on 4/3/2020105 on 6/23/2020124 on 3/19/2021134 on 1/28/2022138 on 2/22/2023144 on 2/12/2024

Holdings

From latest 13F, filed July 10th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
3M CO COM 2M 25K 0
ABBOTT LABS COM 249K 2K 0
ABBVIE INC COM 446K 3K 0
ALPHABET INC CAP STK CL C 547K 3K 0
ALPHABET INC CAP STK CL A 6M 31K 0
AMAZON COM INC COM 37M 186K 0
AMERICAN CENTY ETF TR US EQT ETF 9M 102K 0
AMERICAN CENTY ETF TR INTL EQT ETF 3M 54K 0
AMERICAN CENTY ETF TR INTL SMCP VLU 7M 107K 0
AMERICAN CENTY ETF TR EMERGING MKT VAL 8M 155K 0
AMERICAN CENTY ETF TR INTERNATIONAL LR 2M 40K 0
AON PLC SHS CL A 3M 11K 0
APPLE INC COM 35M 154K 0
ASML HOLDING N V N Y REGISTRY SHS 7M 6K 0
BANCORP INC DEL COM 3M 65K 0
BANK AMERICA CORP COM 11M 256K 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 835K 2K 0
BROADCOM INC COM 5M 3K 0
CATERPILLAR INC COM 6M 20K 0
CENTENE CORP DEL COM 2M 36K 0
CHEVRON CORP NEW COM 247K 2K 0
CITIGROUP INC COM NEW 7M 99K 0
COMCAST CORP NEW CL A 4M 104K 0
COMFORT SYS USA INC COM 3M 9K 0
CORTEVA INC COM 3M 68K 0
CROWN CASTLE INC COM 3M 33K 0
CSW INDUSTRIALS INC COM 460K 2K 0
CUMMINS INC COM 7M 24K 0
D R HORTON INC COM 4M 28K 0
DEERE & CO COM 4M 12K 0
DELTA AIR LINES INC DEL COM NEW 3M 74K 0
DISNEY WALT CO COM 5M 47K 0
ELI LILLY & CO COM 21M 23K 0
EMERSON ELEC CO COM 303K 3K 0
ENTERPRISE PRODS PARTNERS L COM 225K 8K 0
EXXON MOBIL CORP COM 8M 69K 0
FEDEX CORP COM 233K 796 0
FISERV INC COM 3M 22K 0
FREEPORT-MCMORAN INC CL B 4M 86K 0
GE AEROSPACE COM NEW 8M 50K 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 2M 26K 0
GE VERNOVA INC COM 2M 12K 0
GENERAL MTRS CO COM 6M 123K 0
GOLDMAN SACHS ETF TR ACCES TREASURY 953K 10K 0
GOLDMAN SACHS GROUP INC COM 1M 3K 0
IDEXX LABS INC COM 5M 11K 0
ILLUMINA INC COM 1M 10K 0
INGREDION INC COM 240K 2K 0
INTUIT COM 8M 13K 0
INVESCO EXCH TRADED FD TR II TAXABLE MUN BD 3M 128K 0
INVESCO EXCH TRADED FD TR II NATL AMT MUNI 9M 399K 0
ISHARES GOLD TR ISHARES NEW 20M 445K 0
ISHARES INC MSCI EMERG MRKT 9M 147K 0
ISHARES INC MSCI EMRG CHN 26M 426K 0
ISHARES TR U S EQUITY FACTR 238K 4K 0
ISHARES TR MSCI JP VALUE 11M 326K 0
ISHARES TR MSCI USA MIN VOL 12M 145K 0
ISHARES TR MSCI EAFE MIN VL 10M 136K 0
ISHARES TR US TREAS BD ETF 5M 227K 0
ISHARES TR MSCI INDIA ETF 2M 33K 0
ISHARES TR CORE MSCI EAFE 10M 133K 0
ISHARES TR MSCI USA MMENTM 4M 19K 0
ISHARES TR MSCI USA VALUE 8M 77K 0
ISHARES TR TRS FLT RT BD 1M 23K 0
ISHARES TR SHRT NAT MUN ETF 2M 17K 0
ISHARES TR RUS 2000 GRW ETF 407K 2K 0
ISHARES TR S&P MC 400VL ETF 1M 9K 0
ISHARES TR S&P MC 400GR ETF 1M 17K 0
ISHARES TR S&P 500 VAL ETF 648K 4K 0
ISHARES TR CORE S&P500 ETF 14M 25K 0
ISHARES TR RUS 1000 GRW ETF 461K 1K 0
ISHARES TR RUSSELL 2000 ETF 41M 202K 0
JOHNSON & JOHNSON COM 2M 16K 0
JPMORGAN CHASE & CO. COM 21M 100K 0
MARSH & MCLENNAN COS INC COM 271K 1K 0
MERCK & CO INC COM 217K 2K 0
MICROSOFT CORP COM 54M 118K 0
MUELLER INDS INC COM 4M 68K 0
NVIDIA CORPORATION COM 37M 281K 0
PALO ALTO NETWORKS INC COM 3M 8K 0
PEPSICO INC COM 248K 2K 0
PINNACLE FINL PARTNERS INC COM 2M 25K 0
PNC FINL SVCS GROUP INC COM 3M 16K 0
POST HLDGS INC COM 4M 39K 0
QUALCOMM INC COM 6M 27K 0
QUANTA SVCS INC COM 5M 18K 0
RANGE RES CORP COM 2M 70K 0
REGENERON PHARMACEUTICALS COM 4M 3K 0
REINSURANCE GRP OF AMERICA I COM NEW 4M 19K 0
ROSS STORES INC COM 4M 25K 0
RYAN SPECIALTY HOLDINGS INC CL A 3M 52K 0
SCHLUMBERGER LTD COM STK 4M 79K 0
SCHWAB STRATEGIC TR SHT TM US TRES 1M 31K 0
SCHWAB STRATEGIC TR US AGGREGATE B 591K 13K 0
SELECT SECTOR SPDR TR ENERGY 4M 44K 0
SNOWFLAKE INC CL A 3M 19K 0
SOFI TECHNOLOGIES INC COM 3M 446K 0
SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 12M 859K 0
SYNOPSYS INC COM 4M 7K 0
TAKE-TWO INTERACTIVE SOFTWAR COM 3M 23K 0
UBER TECHNOLOGIES INC COM 8M 111K 0
UNITED PARCEL SERVICE INC CL B 3M 20K 0
UNITEDHEALTH GROUP INC COM 3M 6K 0
VANGUARD BD INDEX FDS INTERMED TERM 1M 15K 0
VANGUARD INDEX FDS S&P 500 ETF SHS 1M 2K 0
VANGUARD INDEX FDS TOTAL STK MKT 3M 9K 0
VANGUARD INDEX FDS MID CAP ETF 11M 44K 0
VANGUARD INDEX FDS SM CP VAL ETF 519K 3K 0
VANGUARD INDEX FDS SMALL CP ETF 3M 15K 0
VANGUARD INDEX FDS GROWTH ETF 31M 79K 0
VANGUARD INDEX FDS VALUE ETF 269K 2K 0
VANGUARD INDEX FDS MCAP VL IDXVIP 231K 2K 0
VANGUARD INDEX FDS LARGE CAP ETF 691K 3K 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 2M 39K 0
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 13M 188K 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 6M 134K 0
VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 314K 3K 0
VANGUARD MALVERN FDS STRM INFPROIDX 4M 80K 0
VANGUARD MUN BD FDS TAX EXEMPT BD 11M 214K 0
VANGUARD SCOTTSDALE FDS INTER TERM TREAS 10M 179K 0
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 10M 164K 0
VANGUARD SCOTTSDALE FDS LONG TERM TREAS 12M 211K 0
VANGUARD SPECIALIZED FUNDS DIV APP ETF 828K 5K 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 19M 381K 0
VANGUARD WELLINGTON FD US MOMENTUM 21M 139K 0
VANGUARD WELLINGTON FD US MINIMUM 21M 186K 0
VANGUARD WELLINGTON FD US VALUE FACTR 29M 264K 0
VANGUARD WELLINGTON FD US MULTIFACTOR 38M 312K 0
VERTEX PHARMACEUTICALS INC COM 10M 21K 0
VISA INC COM CL A 14M 54K 0
WALMART INC COM 3M 41K 0
WISDOMTREE TR FLOATNG RAT TREA 13M 264K 0
ZOETIS INC CL A 4M 22K 0