| Name | Title | Ownership | Since |
|---|---|---|---|
| Henry Rhodes Hoerner Control | Managing Member | Over 75% | 2006 |
| Roberto Nmn Moreiro Control | Chief Compliance Officer | Under 5% | 2024 |
The Hoerner Planning Group, LLC reports $1.5 billion in regulatory assets under management on its Form ADV.
The Hoerner Planning Group, LLC reports 8 employees.
The Hoerner Planning Group, LLC is based in Middleburg, VA and has been SEC-registered since 2006.
The Hoerner Planning Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 210 East Federal Street, Middleburg, VA 20117 |
| Phone | 540-687-5090 |
| Fax | 540-687-5096 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $829.4M |
| Non-discretionary | $687M |
| Total (RAUM) | $1.52B |