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HOXTON PLANNING & MANAGEMENT, LLC
CRD 319087 · SEC 801-123434
8530 SHEPHERDSTOWN PIKE, SHEPHERDSTOWN, WV, 25443, United States
Phone
304-876-2619
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$591.5M
Discretionary AUM
$586.1M
Team
8 total employees; 4 advisory reps; 3 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 201 | $95.8M |
| High net worth individuals | 172 | $488.4M |
| Pension/profit sharing plans | 8 | $1.7M |
| Charitable organizations | 5 | $2.1M |
| State/municipal entities | 1 | $1.5M |
| Corporations/business entities | 5 | $2.0M |
States served
MD, NC, PA, VA, WV, TX, FL
All web addresses on file
Official SEC filing: View on IAPD