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- Custodian
- Bank OF America · BNY Mellon · Charles Schwab & Company · Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- HarborBeacon
- Established Date
- 03-04-1980
- Office Locations
- 1
Office Locations
About Anderson Hoagland & CO
Anderson Hoagland & Co is a St. Louis–based investment advisory firm providing investment management and advanced financial counsel, including portfolio construction and tax/estate planning. The firm works with retail and institutional relationships, including accredited investors, and commonly uses ETFs and mutual funds alongside fixed income (including municipals). Custody relationships include Charles Schwab.
Team overview
Insights
Accredited Investors
Asset Classes
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DAVID C. ANDERSON
Chairman, DIRECTOR
- CRD
- #4367190
- Ownership
- 25% but less than 50%
CRAIG CARPENTER HOAGLAND
President, Principal, TREASURER
- CRD
- #1544354
- Ownership
- 25% but less than 50%
Vital quantum
Wave vector
- CRD
- #80073
- Ownership
- 14.2%
Showing 2 of 3 owners & executives
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LAURANCE R. HOAGLAND III
Principal
- CRD
- #2274330
CHERYL A OBRIEN
--
- CRD
- #6068739
Wave summit
Eagle catalyst wave
- CRD
- #48475
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,427,316,567 | $3,439,317 |
| Non-Discretionary | $0 | -- |
| Total | $1,427,316,567 | $3,439,317 |
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Separately Managed Accounts
Total SMA Asset: $1,427,316,567
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,062,087,716 | 38.1% |
| Equity - Exchange | $239,736,335 | 8.6% |
| Municipal Bonds | $365,179,766 | 13.1% |
| Cash | $334,515,816 | 12.0% |
| U.S. Government/Agency | $786,112,167 | 28.2% |
| Total | $2,787,631,800 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MATRIX ZENITH | PATHWAY VALUE | 77EJBB8HT | ONYZ | 6.99% | $92,108,253 |
| MOMENTUM LEGACY | HARBOR CATALYST | E1T0Z49CT | IEYMQ | 10.66% | $79,661,201 |
| BEACON INSIGHT QUANTUM | QUANTUM ATLAS | KP6D7Q01P | XLBRZ | 5.51% | $41,124,115 |
| ZENITH TIMBER | FOUNDATION VECTOR | SQFXJ3GYH | WEJMJ | 3.24% | $42,826,695 |
| VERTEX HORIZON VALUE | FOCUS MERIDIAN | M69V0DVRP | GKFE | 9.70% | $117,313,128 |
| VITAL ELEMENT | SUMMIT MOMENTUM | 4C54VLTGZ | VSCKP | 5.98% | $45,252,148 |
| QUANTUM PRIME VITAL | GLACIER PATHWAY | DOEUBU007 | AJSI | 4.83% | $62,731,225 |
| HORIZON FOUNDATION MERIDIAN | FUSION GLACIER | GZU3CNJEK | JBCQR | 1.36% | $92,827,676 |