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HOISINGTON INVESTMENT MANAGEMENT CO
CRD 107710File 801-15602
APPROVED
Filing as of Mar 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.79B
Top 25% of cohort (national)
Discretionary AUM
$1.79B
Clients
8
14 accounts
Employees
9
Top 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Oct 30, 1980
- Principal office
- 6836 FM 2244 RD, BLDG 2 SUITE 100, AUSTIN, TX, 78746-5070
- Phone
- 512-327-7200
- Website
- HTTP://HOISINGTON.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.79B
- Discretionary AUM
- $1.79B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 14
- Non-discretionary accounts
- 0
- Total accounts
- 14
- AUM per client
- $224.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $6.3M |
| Insurance companies | Fewer than 5 | $28.3M |
| Investment companies | 1 | $129.3M |
| Charitable organizations | Fewer than 5 | $11.4M |
| Pooled investment vehicles | 1 | $14.0M |
| Pension and profit sharing plans | Fewer than 5 | $321.2M |
| State or municipal government entities | 6 | $1.28B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 10 | 9 | decreased by1 |
| Apr 1, 2026 | Clients | 18 | 8 | decreased by10 |
| Apr 1, 2026 | AUM | $2,970,976,264 | $1,793,855,850 | decreased by$1,177,120,414 |
| Apr 1, 2026 | Accounts | 29 | 14 | decreased by15 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 32 | 18 | decreased by14 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $5,511,977,852 | $2,970,976,264 | decreased by$2,541,001,588 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 46 | 29 | decreased by17 |
| Apr 1, 2022 | Clients | 41 | 32 | decreased by9 |
| Apr 1, 2022 | AUM | $5,724,275,252 | $5,511,977,852 | decreased by$212,297,400 |
| Apr 1, 2022 | Accounts | 52 | 46 | decreased by6 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “HOISINGTON INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HOISINGTON INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.