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Hoxton Planning & Management, LLC

● SEC registered since 2022CRD 319087SEC# 801-123434Shepherdstown, WV
Export (members)
Reg. AUM
$491.6M
Employees
7
Accounts
1,236
Location
Shepherdstown, WV

Hoxton Planning & Management, LLC assets under management

Hoxton Planning & Management, LLC is a registered investment adviser overseen by the SEC based in Shepherdstown, WV. The firm has been registered since 2022. It reports $491.6 million in regulatory assets under management and employs 7 people.

Hoxton Planning & Management, LLC owners & executives

7 reported
NameTitleOwnershipSince
Ar Hoxton V LLC ControlA West Virginia Limited Liability Company25-50%2025
Archibald Robinson Hoxton ControlCco, Partner, AdvisorUnder 5%2025
Great Peak LLCA West Virginia Limited Liability Company10-25%2025
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Frequently asked questions

How much does Hoxton Planning & Management, LLC manage?

Hoxton Planning & Management, LLC reports $491.6 million in regulatory assets under management on its Form ADV.

How many employees does Hoxton Planning & Management, LLC have?

Hoxton Planning & Management, LLC reports 7 employees.

Where is Hoxton Planning & Management, LLC located?

Hoxton Planning & Management, LLC is based in Shepherdstown, WV and has been SEC-registered since 2022.

Does Hoxton Planning & Management, LLC disclose fund performance?

Hoxton Planning & Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8530 Shepherdstown Pike, Shepherdstown, WV 25443
Phone304-876-2619
Office hours8:30 a.m. - 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$486.8M
Non-discretionary$4.8M
Total (RAUM)$491.6M