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| The Hoerner Planning Group LLC
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|
|
|---|---|
| CRD # | 139464 |
| SEC # | 801-66594 |
| CIK # | |
| AUM | $1.7 B (2026-03-26) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 540-687-5090 |
| Address | 210 East Federal Street Middleburg, VA 20117 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 204 | 39.5 |
| (b) Individuals (high net worth individuals) | 161 | 1,361.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 18.8 |
| (h) Charitable organizations | 54 | 208.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 24.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,877 | 1,652.8 |
| By Discretionary | ||
| Discretionary | 818 | 897.6 |
| Non-Discretionary | 1,059 | 755.3 |
| Total | 1,877 | 1,652.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 19.3 | |
| United States Persons | 1,633.6 | |
| Total | 1,877 | 1,652.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
KMG Fiduciary Partners LLC
✚
|
OH | 1.7 |
|
Cannon Financial Strategists Inc
✚
|
GA | 1.7 |
|
Orange Investment Advisors Inc
✚
|
NY | 1.7 |
|
Northern Trust Securities Inc
✚
|
IL | 1.7 |
|
Strategic Family Wealth Counselors LLC
✚
|
NJ | 1.7 |
|
Quattro Financial Advisors LLC
✚
|
TX | 1.7 |
|
Martin & Company Inc
✚
|
TN | 1.7 |
|
Pathway Financial Advisors LLC
✚
|
VT | 1.6 |
|
Penobscot Investment Management Company Inc
✚
|
MA | 1.6 |
|
Tom Johnson Investment Management LLC
✚
|
OK | 1.6 |