Overview
Assets Under Management: $492 million
Headquarters: SHEPHERDSTOWN, WV
High-Net-Worth Clients: 134
Average Client Assets: $3 million
Frequently Asked Questions
HOXTON PLANNING & MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #319087), HOXTON PLANNING & MANAGEMENT, LLC is subject to fiduciary duty under federal law.
HOXTON PLANNING & MANAGEMENT, LLC is headquartered in SHEPHERDSTOWN, WV.
HOXTON PLANNING & MANAGEMENT, LLC serves 134 high-net-worth clients according to their SEC filing dated November 10, 2025. View client details ↓
According to their SEC Form ADV, HOXTON PLANNING & MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
HOXTON PLANNING & MANAGEMENT, LLC manages $492 million in client assets according to their SEC filing dated November 10, 2025.
According to their SEC Form ADV, HOXTON PLANNING & MANAGEMENT, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 134
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.58
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,236
Discretionary Accounts: 1,217
Non-Discretionary Accounts: 19
Regulatory Filings
CRD Number: 319087
Filing ID: 2025862
Last Filing Date: 2025-11-10 21:08:37
Website: 0