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| Keyboard |
| The Hoerner Planning Group LLC
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|
|---|---|
| CRD # | 139464 |
| SEC # | 801-66594 |
| CIK # | |
| AUM | 1,652.8 M (2026-03-26) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Clients | 1 (2 non-US) |
| Serves | Institutional, Retail |
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|
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VT | 1,649.2 M |
|
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|
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