SHEPHERDSTOWN, WVCRD 319087Latest ADV March 16, 2026
Hoxton Planning & Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Shepherdstown, WV. Its latest Form ADV filing, dated March 16, 2026, reports $592M in regulatory assets under management, 8 employees, and 1,377 accounts.
Assets Under Management
$592M
Employees
8
Offices
--
Total Clients
392
Primary office
SHEPHERDSTOWN, WV
8530 SHEPHERDSTOWN PIKE, SHEPHERDSTOWN, WV, United States
Top client segmentIndividuals represent 51.3% of total clients.
Top client categories% of clientsClients
1
Individuals
51.3%
201
2
HNWI
43.9%
172
3
Pension Plans
2.0%
8
4
Charitable
1.3%
5
5
Corporations
1.3%
5
Categories with <5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$592Mas of March 16, 2026
Discretionary99.1%
$586M
99% of total RAUM99.1%
Non-discretionary0.9%
$5M
1% of total RAUM0.9%
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.
Total AUM$592M
Total Accounts1,377
10Y AUM Change+$592M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee49:1
10Y Employee Change+5 (+166.7%)
* 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.