The Hoerner Planning Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Middleburg, VA. Its latest Form ADV filing, dated March 26, 2026, reports $1.7B in regulatory assets under management, 8 employees, and 1,877 accounts.
Assets Under Management
$1.7B
Employees
8
Offices
--
Total Clients
432
Primary office
MIDDLEBURG, VA
210 EAST FEDERAL STREET, MIDDLEBURG, VA, United States
Top client segmentIndividuals represent 47.2% of total clients.
Top client categories% of clientsClients
1
Individuals
47.2%
204
2
HNWI
37.3%
161
3
Charitable
12.5%
54
4
Pension Plans
2.1%
9
5
Corporations
0.9%
4
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.7Bas of March 26, 2026
Discretionary54.3%
$898M
54% of total RAUM54.3%
Non-discretionary45.7%
$755M
46% of total RAUM45.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.7B
Total Accounts1,877
10Y AUM Change+$1.1B (+211.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee54:1
10Y Employee Change+4 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.