SEC Form ADV

THE HOERNER PLANNING GROUP, LLC

Firm profile: Hoerner Planning Group — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserVA

$1.7B

Assets Under Management

1,877

Total Clients

Employees

Get LP Contact Details

Registration Details

Accession: CRD-139464
Location: MIDDLEBURG, VA
Filing Date: March 26, 2026
AUM: $1.7B
Total Clients: 1,877
Institutional Clients: 63
Employees: 8
Amendment: No
SEC EDGAR: View original filing →

Client Types

$1 billion - $10 billion

About this Adviser

THE HOERNER PLANNING GROUP, LLC is a registered investment adviser headquartered in MIDDLEBURG, VA, managing approximately $1.7B in assets across 1,877 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

← All Form ADV Filings