Wealth Manager
    SEC Registered
    Manages Private Funds

    Hoxton Planning & Management, LLC

    Registered investment advisor · Shepherdstown, West Virginia · CRD #319087

    Assets Under Management
    $592M
    Client Accounts
    1,377
    Employees
    8
    CRD Number
    319087
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Hoxton Planning & Management, LLC

    Hoxton Planning & Management, LLC is a small investment advisory firm based in Shepherdstown, West Virginia, established in 2022, offering fee-only investment advice. It is registered with the SEC as an investment adviser.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Hoxton Planning & Management, LLC

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    Frequently Asked Questions

    What is Hoxton Planning & Management, LLC's AUM?

    Hoxton Planning & Management, LLC reports approximately $592M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Hoxton Planning & Management, LLC headquartered?

    Hoxton Planning & Management, LLC is headquartered in Shepherdstown, West Virginia.

    What is Hoxton Planning & Management, LLC's CRD number?

    Hoxton Planning & Management, LLC's CRD number is 319087. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Hoxton Planning & Management, LLC manage?

    Hoxton Planning & Management, LLC manages approximately 1,377 client accounts according to its latest SEC filing.

    Is Hoxton Planning & Management, LLC SEC registered?

    Yes, Hoxton Planning & Management, LLC is registered with the SEC as an investment adviser with an approved registration status.

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