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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Hoxton Planning & Management LLC
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|---|---|
| CRD # | 319087 |
| SEC # | 801-123434 |
| CIK # | 0001954782 |
| AUM | $491.6 M (2025-04-18) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 304-876-2619 |
| Address | 8530 Shepherdstown Pike Shepherdstown, WV 25443 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 9.9 | ||
| Microsoft Corp | 5.6 | ||
| Apple Inc | 5.5 | ||
| Amazon Com Inc | 2.5 | ||
| Facebook Inc | 2.3 | ||
| Broadcom Inc | 2.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 217 | 103.7 |
| (b) Individuals (high net worth individuals) | 134 | 376.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 4.9 |
| (h) Charitable organizations | 5 | 2.0 |
| (i) State or municipal government entities | 1 | 1.3 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 3.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,236 | 491.6 |
| By Discretionary | ||
| Discretionary | 1,217 | 486.8 |
| Non-Discretionary | 19 | 4.8 |
| Total | 1,236 | 491.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 491.6 | |
| Total | 1,236 | 491.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001954782] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Private Wealth Management Group LLC
✚
|
NJ | 0.5 |
|
Monetary Management Group Inc
✚
|
MO | 0.5 |
|
Harvest Investment Consultants LLC
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MD | 0.5 |
|
HC Advisors LLC
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|
GA | 0.5 |
|
CURA Wealth Advisors LLC
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|
IL | 0.5 |
|
Seed Planning Group LLC
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|
NY | 0.5 |
|
Burkett Financial Services LLC
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|
SC | 0.5 |
|
Access Wealth Planning LLC
✚
|
NJ | 0.5 |
|
Addison Advisors LLC
✚
|
VT | 0.5 |
|
VAM Group Inc
✚
|
MI | 0.5 |