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Hoxton Planning & Management
Founded in 1992, Hoxton Planning & Management established itself as a Shepherdstown-based registered investment advisor. The firm focuses on delivering...
Hoxton Planning & Management
Founded in 1992, Hoxton Planning & Management established itself as a Shepherdstown-based registered investment advisor. The firm focuses on delivering fiduciary wealth management and investment advisory services to individuals and high-net-worth families, with an emphasis on estate planning and portfolio construction tailored to client-specific goals. Its geographic concentration reflects a deliberate local-market posture rather than a multi-city expansion strategy. The firm's investment approach incorporates portfolio management across traditional asset classes, typically including public equities, fixed income, and cash management strategies, though precise asset-allocation models remain undisclosed publicly. As a registered investment advisor, Hoxton Planning acts as a fiduciary, which legally requires it to prioritize client interests in every recommendation. The practice structure suggests direct relationships with individual account holders rather than operating pooled investment vehicles or fund-of-funds architectures common among larger family offices. Hoxton Planning operates from a single location in Shepherdstown, West Virginia, with no disclosed additional offices. The firm does not publicly report total assets under management, registered professionals count, or adjacent vehicles such as philanthropic foundations. Without public filings or press coverage documenting recent personnel moves, no operational events from the last 24 months can be confirmed. The firm's structural differentiator lies in its geographic and regulatory posture. Unlike multi-family offices aggregating capital across multiple metropolitan hubs, Hoxton Planning maintains a single-location RIA structure focused on in-market relationships. This local embeddedness represents a governance choice — oversight remains concentrated with a small advisory team, with no evidence of external institutional capital, club-deal networks, or co-investment syndicates that larger competitors routinely deploy.
General information
Firm type
RIA
Year founded
1992
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Shepherdstown
Corporate office
Shepherdstown, WV, United States
Sector focus
Frequently asked questions
What services does Hoxton Planning & Management offer?
Hoxton Planning provides investment advisory services including portfolio management, wealth management, and estate planning. The firm serves individuals and high-net-worth clients through a fiduciary model, meaning it is legally obligated to act in its clients' best interests. It operates as a registered investment advisor, not a broker-dealer, which shapes how it earns fees and reports to clients.
Where does Hoxton Planning & Management focus geographically?
The firm is headquartered in Shepherdstown, West Virginia, and its profile suggests a regional focus on clients in the surrounding area. There is no public evidence of additional offices or a national footprint. Its local-market concentration distinguishes it from larger RIAs that pursue multi-state expansion.
How does the firm structure its investment portfolios?
Specific asset-allocation models have not been disclosed publicly. Based on its RIA registration and standard practice among similarly situated firms, Hoxton Planning likely constructs portfolios from traditional asset classes including public equities, fixed income, and cash equivalents. The firm does not appear to operate its own pooled funds, private equity vehicles, or alternative-investment platforms.
Is Hoxton Planning & Management a single-family office?
No. Hoxton Planning is a registered investment advisor, not a single-family office. It provides fiduciary investment advice to multiple clients rather than managing capital for a single family. Its regulatory filing as an RIA confirms a multi-client commercial practice rather than a dedicated family-office charter.
Does Hoxton Planning report assets under management publicly?
The firm does not publish a current assets under management figure. No public regulatory filings, press releases, or media coverage provide a disclosed AUM number. Its size and scale remain private.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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