Hoxton Planning & Management, LLC

RIASEC RegisteredEst. 2022
Total AUM
$592M
Discretionary
$586M
99% of AUM
Avg account
$430K
Accounts
1,377
Employees
8
Advisory reps
5

Firm details

Headquarters
Shepherdstown, West Virginia
CRD number
319087
Registered since
March 14, 2022
Website
hoxtonpm.com
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI82.57%
  • Individuals16.2%
  • Charitable Organizations0.36%
  • Corporations / Businesses0.34%
  • Pension & Profit Sharing Plans0.28%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Hoxton Planning & Management, LLC is an independent, SEC‑registered investment adviser organized as an LLC and registered in 2022. The firm acts as a capital allocator for both individuals and families as well as institutional clients, and it combines financial planning with portfolio management for individuals, small businesses, and institutions. Its advisory services explicitly include selection of other advisers and pension consulting, and the firm also operates as an insurance broker. Fee arrangements include percentage‑of‑AUM billing alongside hourly and fixed fees. Hoxton does not identify itself as an ESG investor and appears to operate from a single state footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 64%, Public Funds/Mutual Funds 24%, Cash & Cash Equivalents 6%, State & Local Bonds 3%, Investment Grade Corp Bonds 1%, Private Funds 1%, Other 1%64%
  • Exchange Traded Equities64%
  • Public Funds/Mutual Funds24%
  • Cash & Cash Equivalents6%
  • State & Local Bonds3%
  • Investment Grade Corp Bonds1%

Contacts

3 of 5
  • James Sutch

    James Sutch

    Financial AdvisorCRD 6328469

  • Archibald Hoxton

    Archibald Hoxton

    Financial Advisor, Development ProgramCRD 7259439

  • Rhiannon Miller

    Rhiannon Miller

    Client Service AssociateCRD 8151472

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 120

Active vs passive

$307M in ETFs

Passive

84%

$259M

Active

11%

$48.2M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$63.2M84,39520.58%
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Location

Primary office

Shepherdstown, WV

Jefferson

Location

Shepherdstown, WV

Headquartered in Shepherdstown, WV, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Jefferson
Address
8530 Shepherdstown Pike
Time zone
ET (UTC-5)
Office locations

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