Hoxton Planning & Management, LLC
● SEC registered since 2022CRD 319087SEC# 801-123434Shepherdstown, WV
Reg. AUM
$591.5M
Employees
8
Accounts
1,377
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 $591.5 million in regulatory assets under management and employs 8 people.
Hoxton Planning & Management, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ar Hoxton V LLC Control | A West Virginia Limited Liability Company | 25-50% | 2025 |
| Archibald Robinson Hoxton Control | Cco, Partner, Advisor | Under 5% | 2025 |
| Great Peak LLC | A West Virginia Limited Liability Company | 10-25% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Hoxton Planning & Management, LLC manage?
Hoxton Planning & Management, LLC reports $591.5 million in regulatory assets under management on its Form ADV.
How many employees does Hoxton Planning & Management, LLC have?
Hoxton Planning & Management, LLC reports 8 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
| Address | 8530 Shepherdstown Pike, Shepherdstown, WV 25443 |
| Phone | 304-876-2619 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$591.5M▲ 20%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 44%
Larger than 56% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$591.5Mregulatory AUM
Discretionary $586.1MNon-discretionary $5.5M