HOXTON PLANNING & MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$591,549,809
Discretionary
$586,091,961
Non-discretionary
$5,457,848
Firm details
- CRD number
- 319087
- SEC file number
- 801-123434
- Main office
- SHEPHERDSTOWN, WV, United States
- Employees
- 8
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.