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HOISINGTON INVESTMENT MANAGEMENT CO

CRD 107710File 801-15602
APPROVED
Filing as of Mar 25, 2026
Feed vintage Aug 17, 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

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 typeClientsAUM
OtherFewer than 5$6.3M
Insurance companiesFewer than 5$28.3M
Investment companies1$129.3M
Charitable organizationsFewer than 5$11.4M
Pooled investment vehicles1$14.0M
Pension and profit sharing plansFewer than 5$321.2M
State or municipal government entities6$1.28B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • 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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.