Hoxton Planning & Management, LLC

RIASEC Registered

Total AUM

$592M

Discretionary

$586M

99% of AUM

Avg account

$430K

Accounts

1,377

Employees

Advisory reps

Firm details

Headquarters: Shepherdstown, West Virginia
CRD number: 319087
Registered since: March 14, 2022
Website: hoxtonpm.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI82.57%
Individuals16.2%
Charitable Organizations0.36%
Corporations / Businesses0.34%
Pension & Profit Sharing Plans0.28%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Hoxton Planning & Management, LLC is an independent registered investment adviser organized as an LLC that registered with the SEC in 2022. The firm acts as a capital allocator for both individual and family clients as well as institutional accounts. Its advisory mix spans financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting services, and selection of other advisers. Hoxton also operates as an insurance broker and charges clients via a mix of percentage-of-AUM fees, hourly rates, and fixed fees. The firm does not position itself as an active ESG investor. In 2026 Hoxton was included in Citywire’s “50 Growers Across America” list.