The Hoerner Planning Group, LLC
● SEC registered since 2006CRD 139464SEC# 801-66594Middleburg, VA
Reg. AUM
$1.65B
Employees
8
Accounts
1,877
Location
Middleburg, VA
The Hoerner Planning Group, LLC assets under management
The Hoerner Planning Group, LLC is an SEC-registered investment adviser based in Middleburg, VA. The firm has been registered since 2006. It reports $1.7 billion in regulatory assets under management and employs 8 people.
The Hoerner Planning Group, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Henry Rhodes Hoerner Control | Managing Member | Over 75% | 2006 |
| Roberto Nmn Moreiro | Chief Compliance Officer | Under 5% | 2024 |
Frequently asked questions
How much does The Hoerner Planning Group, LLC manage?
The Hoerner Planning Group, LLC reports $1.7 billion in regulatory assets under management on its Form ADV.
How many employees does The Hoerner Planning Group, LLC have?
The Hoerner Planning Group, LLC reports 8 employees.
Where is The Hoerner Planning Group, LLC located?
The Hoerner Planning Group, LLC is based in Middleburg, VA and has been SEC-registered since 2006.
Does The Hoerner Planning Group, LLC disclose fund performance?
The Hoerner Planning Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$1.65B▲ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 25%
Larger than 75% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$1.65Bregulatory AUM
Discretionary $897.6MNon-discretionary $755.3M