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THE HOERNER PLANNING GROUP, LLC
CRD 139464 · SEC 801-66594
210 EAST FEDERAL STREET, MIDDLEBURG, VA, 20117, United States
Phone
540-687-5090
Fax
540-687-5096
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.65B
Discretionary AUM
$897.6M
Team
8 total employees; 4 advisory reps; 1 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 204 | $39.5M |
| High net worth individuals | 161 | $1.36B |
| Pension/profit sharing plans | 9 | $18.8M |
| Charitable organizations | 54 | $208.8M |
| Corporations/business entities | 4 | $24.8M |
States served
VT, CA, CO, DE, DC, MD, MA, MT, NE, NY, NC, SC, VA, TX, NH, CT, FL
Official SEC filing: View on IAPD