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| Hoxton Planning & Management LLC
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|---|---|
| CRD # | 319087 |
| SEC # | 801-123434 |
| CIK # | 0001954782 |
| AUM | 591.5 M (2026-03-16) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 304-876-2619 |
| Address | 8530 Shepherdstown Pike Shepherdstown, WV 25443 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001954782 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 12.6 | ||
| Apple Inc | 7.9 | ||
| Microsoft Corp | 4.2 | ||
| Alphabet Inc | 3.4 | ||
| Broadcom Inc | 2.9 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 201 | 95.8 |
| (b) Individuals (high net worth individuals) | 172 | 488.4 |
| (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 | 8 | 1.7 |
| (h) Charitable organizations | 5 | 2.1 |
| (i) State or municipal government entities | 1 | 1.5 |
| (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 | 5 | 2.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,377 | 591.5 |
| By Discretionary | ||
| Discretionary | 1,359 | 586.1 |
| Non-Discretionary | 18 | 5.5 |
| Total | 1,377 | 591.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 591.5 | |
| Total | 1,377 | 591.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001954782] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 3 |
| Serves | Institutional, Retail |
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|---|---|---|
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