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 |
Principal Office
9811 SOUTH FORTY DRIVE, SUITE 200ST 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
J****@*******M
(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
C********@*******M
(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
RAUM, Historic
No. Clients, Historic
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 |