Hoxton Planning & Management, LLC

Hoxton Planning & Management, LLC (CRD# 319087) is a financial advisory firm headquartered in Shepherdstown, WV. They manage $348,428,454 in 898 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
8530 Shepherdstown Pike, Shepherdstown, WV 25443
https://www.facebook.com/people/hoxton-planning-management-llc/100085371160597/
By the Numbers
  • Total Assets Under Management
    348
    MILLION
  • Total Number of Accounts
    898
    ACCOUNTS
  • Average Account Value
    $388,005
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MD, PA, TX, VA, WV

Financial Advisors at Hoxton Planning & Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Archibald Hoxton, financial advisor Shepherdstown WV
Archibald R. Hoxton
CRD#: 2283548
8530 Shepherdstown Pike, Shepherdstown, WV 25443

Archibald Hoxton (CRD# 2283548) is an Investment Advisor Representative working at Hoxton Planning & Management, LLC in Shepherdstown, WV and has over 31 years of experience in the finance industry.

2
Emily Leslie, financial advisor Shepherdstown WV
Emily Leslie
CRD#: 7354834
8530 Shepherdstown Pike, Shepherdstown, WV 25443

Emily Leslie (CRD# 7354834) is an Investment Advisor Representative working at Hoxton Planning & Management, LLC in Shepherdstown, WV and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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