Hoxton Planning & Management, LLC
Hoxton Planning & Management, LLC is an SEC-registered wealth manager in Shepherdstown, WV with $591.5M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Hoxton Planning & Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 319087, SEC 801-123434, data through 2026-03-16.
- AUM (assets under management / regulatory AUM)
- $591.5M (2026-03-16)
- Firm type
- Wealth Manager
- Location
- Shepherdstown, WV
- Employees
- 8
- Clients
- 392
- CRD
- 319087
- Ownership
- Hoxton, Archibald, Robinson; HOXTON, ARCHIBALD, ROBINSON; RH ADVISORY SERVICES, LLC; AR HOXTON V LLC; GREAT PEAK LLC
How much AUM does Hoxton Planning & Management, LLC have?
Hoxton Planning & Management, LLC reported $591.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-16).
Who owns Hoxton Planning & Management, LLC?
Disclosed owners and executives of Hoxton Planning & Management, LLC include Hoxton, Archibald, Robinson, HOXTON, ARCHIBALD, ROBINSON, RH ADVISORY SERVICES, LLC, AR HOXTON V LLC, GREAT PEAK LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.