SourcingSourcing

ANDERSON HOAGLAND & CO

C27
CRD 105157·SEC 801-15073·ST LOUIS, MO
AUM
$1.43B
$1B+
Est. Revenue
$14.3M
@ 1% on AUM
Est. EBITDA
$4.3M
@ 30% margin
Est. Deal Value
$34.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ANDERSON HOAGLAND & CO
CRD
105157
SEC file #
801-15073
EIN
431187372
DBA names
—

Economics

AUM
$1.43B
AUM band
$1B+
AUM trajectory
'20'26
$520.1M → $1.43B▲ +174%
Client mix
Individuals High Net Worth112
Individuals Other24
Charitable Organizations7
Pension Profit Sharing Plans4
Corporations3

Operations

Employees (total)
8
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'20'26
5 advisors → 7 advisors▲ +40%
Primary office
ST LOUIS MO
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/03/2026
ADV-W filed at
—
Website
ahco.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ANDERSON, DAVID, C.
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
ANDERSON, DAVID, C.
HOAGLAND, CRAIG, CARPENTER
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
AHCO.COM
Rdap Domain Creation Date
1997-08-05T04:00:00Z
Rdap Firm Age Years
29
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
1
Form 5500 Total Participants
13
Form 5500 Compensation Trajectory 3y
20240
Form 5500 Plan Count Trajectory 3y
20241
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0000791191
Edgar Registered
Yes
Edgar Filing Count
111
Edgar First Filing Date
1999-05-07
Edgar Last Filing Date
2026-04-07
Edgar 13f Count
109
Edgar 13f Latest AUM Estimate
Filing Date2026-04-07
Accession0000791191-26-000003

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
7
Bc Firm IAR Count
7
Custodian Candidates
Full
Charles Schwab6
E*trade4
Bny Mellon2
Edgar Addresses
Mailing
9811 SOUTH FORTY DRIVESUITE 200ST LOUIS, MO 63124
Business
9811 SOUTH FORTY DRIVESUITE 200ST LOUIS, MO 63124
Edgar EIN
431187372
Edgar Recent Filings
13F-HR2026-04-07 · 0000791191-26-000003
13F-HR2026-01-05 · 0000791191-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-08-04T04:00:00Z
Rdap Domain Last Changed
2026-01-11T18:43:25Z
Rdap Nameservers
Ns.carrinter.netNs.inetmsi.netNs2.inetmsi.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4367190
Trust Company Affiliate
No

People (7)

7
ANDERSON, DAVID, C.
IAR · Direct Owner · 37.5%
4367190
HOAGLAND, CRAIG, CARPENTER
IAR · Direct Owner · 37.5%
1544354
KANG, JOHN, JOSEPH
IAR · Direct Owner · 37.5%
3181049
LAURANCE R. HOAGLAND
IAR
2274330
CHERYL A OBRIEN
IAR
6068739
ANDREW MICHAEL SHENBERG
IAR
4656537
Jeremy Meier Phillips
IAR
6661282