# Hoxton Planning & Management

Hoxton Planning & Management is a RIA based in Shepherdstown, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Shepherdstown, United States
- **Region:** North America
- **Address:** Shepherdstown, WV, United States
- **Founded:** 1992
- **Assets under management:** Undisclosed
- **Website:** hoxtonpm.com
- **LinkedIn:** https://www.linkedin.com/company/hoxton-planning-management

## Regulatory record

- **CRD number:** 319087
- **SEC file number:** 801-123434
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-16T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/319087

## About

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. 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.

## Sectors

- Wealth Management

## 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.

### 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.

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Last updated: 2026-08-11T02:43:31.692Z

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