Hoxton Planning & Management, LLC

Overview

Hoxton Planning & Management, LLC is an SEC registered investment adviser based in Shepherdstown, WV, registered since 2022. It reports $592M in assets under management across 1,377 accounts, with 8 employees. It has 5 investment adviser representatives.

Reported AUM

$592M

Discretionary

99%

Accounts

1,377

Average account

$43K

Employees

8

Advisory reps

5

Registered since

2022

Jurisdictions

7

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• Government
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• Archibald Robinson Hoxton IV CCO, Partner, Advisor CRD 2283548

Advisory reps 3 of 5

• Archibald R Hoxton IV Insurance Agent · Investment Adviser Rep CRD 2283548
• Archibald Robinson Hoxton Investment Adviser Rep CRD 7259439
• Tyler Preston Kitner Investment Adviser Rep CRD 8297672

2 more advisory reps, with emails, phones and branch locations

Location

Headquarters

8530 Shepherdstown Pike
Shepherdstown, WV 25443

County

Jefferson

Metro area

Washington-Arlington-Alexandria, DC-VA-MD-WV

Region

South

Registrations

• SEC registered
• Registered in 7 jurisdictions
• Website: hoxtonpm.com

Every state, with registration dates

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