Active
HOXTON PLANNING & MANAGEMENT, LLC
Investment Advice|SHEPHERDSTOWN, WV
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Assets Under Management
$491.6M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 486.8M |
| Non-Discretionary | 4.8M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 319087 |
| SEC Number | 801-123434 |
| Street Address | 8530 SHEPHERDSTOWN PIKE |
| Location | SHEPHERDSTOWN, WV 25443 |
| Country | United States |
| Phone | 304-876-2619 |
| Total Employees | 7 |
Client Count by Type (370 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 217 |
| High Net Worth Individual… | 134 |
| Pension/Profit Sharing Pl… | 9 |
| Charitable Organizations | 5 |
| Corporations/Businesses | 4 |
| State/Municipal Govt Enti… | 1 |
Community Partners
CHARLES TOWN UTILITY BOARD
CITY OF RANSON
CITY OF SHEPHERDSTOWN
CORPORATION OF RANSON
CORPORATION OF SHEPHERDSTOWN
TOWN OF BOLIVAR
TOWN OF HARPERS FERRY
CHARLES TOWN UTILITY BOARD
CITY OF RANSON
CITY OF SHEPHERDSTOWN
CORPORATION OF RANSON
CORPORATION OF SHEPHERDSTOWN
TOWN OF BOLIVAR
TOWN OF HARPERS FERRY
CHARLES TOWN UTILITY BOARD
CITY OF RANSON
CITY OF SHEPHERDSTOWN
CORPORATION OF RANSON
CORPORATION OF SHEPHERDSTOWN
TOWN OF BOLIVAR
TOWN OF HARPERS FERRY
Municipal Government
7 Active
7
Organizations
HARPERS FERRY-BOLIVER PUBLIC SERVICE DISTRICT
JEFFERSON CO HEALTH DEPT
JEFFERSON COUNTY DEVELOPMENT AUTHORITY
JEFFERSON COUNTY HISTORIC LANDMARKS COMMISSION
JEFFERSON COUNTY SOLID WASTE AUTHORITY
HARPERS FERRY-BOLIVER PUBLIC SERVICE DISTRICT
JEFFERSON CO HEALTH DEPT
JEFFERSON COUNTY DEVELOPMENT AUTHORITY
JEFFERSON COUNTY HISTORIC LANDMARKS COMMISSION
JEFFERSON COUNTY SOLID WASTE AUTHORITY
HARPERS FERRY-BOLIVER PUBLIC SERVICE DISTRICT
JEFFERSON CO HEALTH DEPT
JEFFERSON COUNTY DEVELOPMENT AUTHORITY
JEFFERSON COUNTY HISTORIC LANDMARKS COMMISSION
JEFFERSON COUNTY SOLID WASTE AUTHORITY
Special District
5 Active
5
Organizations
JEFFERSON CO SCH DIST
JEFFERSON CO SCH DIST
JEFFERSON CO SCH DIST
School District
1 Active
1
Organizations
1 ACCORD FOUNDATION INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
500RISING INC
ABLEGAMERS HOLDING LIMITED
Access 304 Inc
ACF QUAD STATE APPALACHIAN VALLEY PROFESSIONAL CHEFS ASSOCIATION
ACTS OF KINDNESS
AGAPE OUTREACH
ALPHA PHI OMEGA
AMERICAN COMMITTEE ON CONGRESSIONAL TERM LIMITS INC
American Conservation Film Festival Inc
AMERICAN LEGION AUXILIARY
ANCIENT EGYPTIAN ARABIC ORDER NOBLES MYSTIC SHRINE OF N & S AMER
ANCIENT FREE & ACCEPTED MASONS OF WEST VIRGINIA
1 ACCORD FOUNDATION INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
500RISING INC
ABLEGAMERS HOLDING LIMITED
Access 304 Inc
ACF QUAD STATE APPALACHIAN VALLEY PROFESSIONAL CHEFS ASSOCIATION
ACTS OF KINDNESS
AGAPE OUTREACH
ALPHA PHI OMEGA
AMERICAN COMMITTEE ON CONGRESSIONAL TERM LIMITS INC
American Conservation Film Festival Inc
AMERICAN LEGION AUXILIARY
ANCIENT EGYPTIAN ARABIC ORDER NOBLES MYSTIC SHRINE OF N & S AMER
ANCIENT FREE & ACCEPTED MASONS OF WEST VIRGINIA
1 ACCORD FOUNDATION INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
500RISING INC
ABLEGAMERS HOLDING LIMITED
Access 304 Inc
ACF QUAD STATE APPALACHIAN VALLEY PROFESSIONAL CHEFS ASSOCIATION
ACTS OF KINDNESS
AGAPE OUTREACH
ALPHA PHI OMEGA
AMERICAN COMMITTEE ON CONGRESSIONAL TERM LIMITS INC
American Conservation Film Festival Inc
AMERICAN LEGION AUXILIARY
ANCIENT EGYPTIAN ARABIC ORDER NOBLES MYSTIC SHRINE OF N & S AMER
ANCIENT FREE & ACCEPTED MASONS OF WEST VIRGINIA
Nonprofit Organization
320 Active
320
Organizations
Community Partners63 organizations
CHARLES TOWN UTILITY BOARD
Municipal Government·CHARLES TOWN
CITY OF RANSON
Municipal Government·RANSON
CORPORATION OF SHEPHERDSTOWN
Municipal Government·SHEPHERDSTOWN
HARPERS FERRY-BOLIVER PUBLIC SERVICE DISTRICT
Special District·HARPERS FERRY
JEFFERSON CO HEALTH DEPT
Special District·KEARNEYSVILLE
JEFFERSON COUNTY DEVELOPMENT AUTHORITY
Special District·KEARNEYSVILLE
JEFFERSON COUNTY HISTORIC LANDMARKS COMMISSION
Special District·CHARLES TOWN
1 ACCORD FOUNDATION INC
Nonprofit Organization·KEARNEYSVILLE
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Kearneysville
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Kearneysville
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·KEARNEYSVILLE
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·KEARNEYSVILLE
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Kearneysville
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Kearneysville
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Kearneysville
500RISING INC
Nonprofit Organization·HARPERS FERRY
ABLEGAMERS HOLDING LIMITED
Nonprofit Organization·KEARNEYSVILLE
Access 304 Inc
Nonprofit Organization·Shepherdstown
ACF QUAD STATE APPALACHIAN VALLEY PROFESSIONAL CHEFS ASSOCIATION
Nonprofit Organization·Kearneysville
ACTS OF KINDNESS
Nonprofit Organization·Shepherdstown
AGAPE OUTREACH
Nonprofit Organization·Harpers Ferry
ALPHA PHI OMEGA
Nonprofit Organization·Shepherdstown
AMERICAN COMMITTEE ON CONGRESSIONAL TERM LIMITS INC
Nonprofit Organization·Shepherdstown
American Conservation Film Festival Inc
Nonprofit Organization·Shepherdstown
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Ranson
ANCIENT EGYPTIAN ARABIC ORDER NOBLES MYSTIC SHRINE OF N & S AMER
Nonprofit Organization·Ranson
ANCIENT FREE & ACCEPTED MASONS OF WEST VIRGINIA
Nonprofit Organization·SHEPHERDSTOWN
ANCIENT FREE & ACCEPTED MASONS OF WEST VIRGINIA
Nonprofit Organization·HARPERS FERRY
Appalachian Chamber Music Co
Nonprofit Organization·Harpers Ferry
APPALACHIAN HIGHLANDS ASSOCIATION INC
Nonprofit Organization·Harpers Ferry
APPALACHIAN TRAIL CONSERVANCY
Nonprofit Organization·HARPERS FERRY
ARADO INTERNATIONL INC
Nonprofit Organization·Shepherdstown
ART -TO- EARTH
Nonprofit Organization·Shepherdstown
A SPECIAL SPACE INC
Nonprofit Organization·Harpers Ferry
ASSOCIATION OF CENTERS FOR THE STUDY OF CONGRESS
Nonprofit Organization·Shepherdstown
Association of Retired US Fish & Wildlife Employees
Nonprofit Organization·Shepherdstown
ASSOCIATION OF RETIRED U.S. FISH & WILDLIFE SERVICE EMPLOYEES
Nonprofit Organization·SHEPHERDSTOWN
BAKERTON FIRE DEPARTMENT INC
Nonprofit Organization·HARPERS FERRY
BALLERS MEMORIAL FUND
Nonprofit Organization·HARPERS FERRY
BEE CITY COMMITTEE
Nonprofit Organization·Shepherdstown
BEWARE AGAINST DRUGS INC
Nonprofit Organization·Harpers Ferry
BIRTHRIGHT OF CHARLES TOWN INC
Nonprofit Organization·Ranson
BLACK BOX YOUTH PLAYHOUSE
Nonprofit Organization·Shepherdstown
BLACK DIAMOND BASEBALL FOUNDATION
Nonprofit Organization·RANSON
Blue Ridge Acres Civic Association
Nonprofit Organization·Harpers Ferry
BLUE RIDGE ACRES COMMUNITY CLUB INC
Nonprofit Organization·HARPERS FERRY
BLUE RIDGE FOOD PANTRY INCORPORATED
Nonprofit Organization·Harpers Ferry
BLUE RIDGE HOMESCHOOL COOP
Nonprofit Organization·Harpers Ferry
BLUE RIDGE ROCKETEERS
Nonprofit Organization·Harpers Ferry
BLUE RIDGE WATERSHED COALITION
Nonprofit Organization·Harpers Ferry
BOLIVAR-HARPERS FERRY PUBLIC
Nonprofit Organization·HARPERS FERRY
BROTHERS BOUND MCWV INC
Nonprofit Organization·kearneysville
BROTHERS OF HARMONY LODGE NO 42 PHA F&AM
Nonprofit Organization·SHEPHERDSTOWN
CANTOR CENTER
Nonprofit Organization·RANSON
CARRIAGE PARK HOMEOWNERS ASSOCIATION INC
Nonprofit Organization·Harpers Ferry
CAUSE FOR PAWS INC
Nonprofit Organization·HARPERS FERRY
CFIRE CHRISTIAN FUNDAMENTALIST INTERNAL REVENUE EMPLOYEES
Nonprofit Organization·Kearneysville