Hanseatic Management Services provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and portfolio management for institutions. Financial planning was provided to 26–50 clients last fiscal year.
Hanseatic Management Services reports 216 clients. They include 140 individual clients and 76 high-net-worth individuals. Of its assets, 77.6% ($135M across 198 accounts) are managed with discretion; $39M across 2 accounts are not. A wrap fee program the firm both sponsors and manages holds $69M. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 65% | 24% |
| High-net-worth individuals | 35% | 35% |
| Pension and profit-sharing plans | 0% | 1% |
| Other investment advisers | 0% | 40% |
| Corporations and other businesses | 0% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 140 | $41M | 23.6% | $293K |
| High-net-worth individuals | 76 | $61M | 35.1% | $803K |
| Pension and profit-sharing plans | Fewer than 5 | $2M | 1.1% | — |
| Other investment advisers | Fewer than 5 | $69M | 39.7% | — |
| Corporations and other businesses | Fewer than 5 | $1M | 0.6% | — |
| Total | 216 | $174M | 100% | — |
- Clients
- 140
- Regulatory AUM
- $41M
- AUM share
- 23.6%
- Avg. per client
- $293K
- Clients
- 76
- Regulatory AUM
- $61M
- AUM share
- 35.1%
- Avg. per client
- $803K
- Clients
- Fewer than 5
- Regulatory AUM
- $2M
- AUM share
- 1.1%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $69M
- AUM share
- 39.7%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $1M
- AUM share
- 0.6%
- Avg. per client
- —
Total
- Clients
- 216
- Regulatory AUM
- $174M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Hanseatic Management Services charges 1.50% a year for its Investment management, separately managed accounts. The fee is billed in arrears and requires an account of at least $100,000. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial planning services
- Comprehensive plans have a base fee of $3,000 and an annual retainer a base fee of $8,000; single-issue planning a base fee of $500; hourly work $400.
- Investment advice services
- Investment advice is charged 0.75% for 0 to $2.5 million, 0.65% for $2.5 to $5 million and 0.50% above $5 million, negotiated client by client.
Brian Stangel owns 25% to 50% of Hanseatic Management Services. The leadership team of Hanseatic Management Services includes President Brian Stangel. It has 4 employees.
Leadership
- Brian StangelCEO/President
- Russell SandersonCIO/Chairman
- Amy StangelCCO/Secretary
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 4 employees
- 4 in advisory functions
- 3 state-registered reps
- Owns 25% to 50% of Hanseatic Management Services Inc
Brian Stangel
Control person · since January 2023
- Owns 25% to 50% of Hanseatic Management Services Inc
Russell Sanderson
Control person · since January 2023
- Owns 25% to 50% of Hanseatic Management Services Inc
Amy Stangel
since January 2023
Hanseatic Management Services’ regulatory assets grew from $132M (March 2021) to $174M (March 2026); clients rose from 113 to 216 and employees were 4 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $174M | 216 | 4 | 1 |
| March 2025 | $134M | 192 | 4 | 1 |
| March 2024 | $106M | 259 | 4 | 1 |
| March 2023 | $106M | 111 | 4 | 1 |
| March 2022 | $140M | 148 | 4 | 1 |
| March 2021 | $132M | 113 | 4 | 1 |
Besides its headquarters, Hanseatic Management Services has 0 offices, with 1 listed address in New Mexico.
New Mexico · 1 listed address
- 5600 Wyoming Ne, Suite 220, AlbuquerqueHQ
Contact and registration details
- Legal name
- Hanseatic Management Services Inc
- Headquarters
- 5600 Wyoming Ne, Suite 220, Albuquerque, NM 87109
- Website
- hanseaticgroup.com
- Phone
- 505-828-2824
- @hanseaticservices
- SEC file
- 801-49508
- Structure
- New Mexico corporation
- Fiscal year end
- December
Hanseatic Management Services uses Interactive Brokers ($106M) as custodian for its separately managed accounts. Hanseatic Management Services does not have custody of client assets.
- Interactive BrokersInteractive Brokers LLC · Greenwich, CT · $106M100%
At year end, Hanseatic Management Services’ separately managed accounts were mostly in stocks (90%) and cash (10%). Its reported 13F holdings for the quarter ended 30 June 2026 total $136M across 83 positions; the largest are iShares Liquidity Income Fund (7.5%), Schwab U.S. Large-cap ETF (3.6%) and Coherent Corporation (2.9%).
What the accounts hold
- Stocks90%
- Non-exchange-traded equities53%
- Exchange-traded equities37%
- Cash10%
Reported 13F holdings
- $136M
- Reported 13F value
- 83
- Positions
- 31.5%
- In the 10 largest
- +30.1%
- Value vs. prior quarter
- iShares Liquidity Income FundETF7.5%
- Schwab U.S. Large-cap ETFETF3.6%
- Coherent Corporation2.9%
- Vaneck Vectors Semiconductor EETF2.8%
- Corning Inc..2.6%
- Lumentum Holdings Inc..2.5%
- Applied Materials Inc..2.5%
- Viasat, Inc..2.5%
- Carpenter Technology Corp.2.4%
- Invesco Nasdaq 100 ETFETF2.3%
Together, the ten largest are 31.5% of reported value.
How many clients does Hanseatic Management Services have?
Hanseatic Management Services has 216 clients and manages $174 million for them, as of March 2026. They include 140 individual clients and 76 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 12 March 2026
What services does Hanseatic Management Services offer?
Hanseatic Management Services provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Hanseatic Management Services charge?
Hanseatic Management Services charges 1.50% a year for its Investment management, separately managed accounts. The fee is billed in arrears and requires an account of at least $100,000.
Source: HANSEATIC FORM ADV PART 2A AND 2B, filed 12 March 2026
Which custodians does Hanseatic Management Services use?
Hanseatic Management Services’ separately managed account assets are held at Interactive Brokers LLC (Greenwich, CT), with $106M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 12 March 2026
How many financial advisors does Hanseatic Management Services have?
Hanseatic Management Services has 3 investment adviser representatives registered with state securities authorities, out of 4 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Hanseatic Management Services invest in?
At the end of its last fiscal year, Hanseatic Management Services’ separately managed accounts held 53% non-exchange-traded equities, 37% exchange-traded equities and 10% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Hanseatic Management Services have a minimum investment?
Yes, Hanseatic Management Services’ minimum account size for its Investment management, separately managed accounts is $100K.
Source: HANSEATIC FORM ADV PART 2A AND 2B, filed 12 March 2026
Who owns Hanseatic Management Services?
Hanseatic Management Services’ direct owners are Brian Stangel, Russell Sanderson and Amy Stangel, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 12 March 2026
How does Hanseatic Management Services get paid?
Hanseatic Management Services is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Hanseatic Management Services?
Hanseatic Management Services’ main office is at 5600 Wyoming Ne, Suite 220, Albuquerque, NM 87109. Its phone number is 505-828-2824. Its website is hanseaticgroup.com.