SEC Form ADV

HOXTON PLANNING & MANAGEMENT, LLC

Firm profile: Hoxton Planning & Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserWV

$591.5M

Assets Under Management

1,377

Total Clients

Employees

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Registration Details

Accession: CRD-319087
Location: SHEPHERDSTOWN, WV
Filing Date: March 16, 2026
AUM: $591.5M
Total Clients: 1,377
Institutional Clients: 14
Employees: 8
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsGovernment EntitiesCorporations

About this Adviser

HOXTON PLANNING & MANAGEMENT, LLC is a registered investment adviser headquartered in SHEPHERDSTOWN, WV, managing approximately $591.5M in assets across 1,377 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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