Updated:Jul 6, 2026

The Hoerner Planning Group

The Hoerner Planning Group, LLC is an SEC-registered investment adviser in Middleburg, VA, registered since 2006. The firm manages $1.7 billion in assets, with...

The Hoerner Planning Group

The Hoerner Planning Group, LLC is an SEC-registered investment adviser in Middleburg, VA, registered since 2006. The firm manages $1.7 billion in assets, with $898 million on a discretionary basis. It has 8 employees and 4 investment advisers.

General information

Firm type

RIA

What is The Hoerner Planning Group?

The Hoerner Planning Group is a ria tracked on Altss.

What does Altss track for The Hoerner Planning Group?

Altss maintains an OSINT-verified profile of The Hoerner Planning Group covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.

What type of firm is The Hoerner Planning Group?

The Hoerner Planning Group is classified by Altss as a RIA.

How does Altss source intelligence on The Hoerner Planning Group?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was The Hoerner Planning Group's Altss profile last updated?

The Hoerner Planning Group's profile on Altss was last refreshed on July 6, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jul 6, 2026. Continuous refresh with full update cycles at least every 30 days.