Hoxton Planning & Management, Llc
- Regulatory AUM
- $592M
- Discretionary
- $586M
- Clients
- 392
- Avg AUM / client
- $1.5M
- Accounts
- 1,377
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Mar 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 201 | $95.8M | 16.2% |
| High net worth individuals | 172 | $488M | 82.6% |
| Pension and profit sharing plans | 8 | $1.7M | 0.28% |
| Charitable organizations | 5 | $2.1M | 0.36% |
| State or municipal government entities | 1 | $1.5M | 0.25% |
| Corporations and other businesses | 5 | $2.0M | 0.34% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Archibald Robinson Hoxton | Cco, Founding Member | CFP | Feb 2022 (5y) | 50% – 75% |
| Archibald Robinson Hoxton | Member | CFP | Feb 2023 (3y) | 25% – 50% |
| James Arthur Sutch | Registered representative | CFP | Aug 2024 (2y) | |
| Rhiannon A Turner | Registered representative | Sep 2025 (1y) | ||
| Tyler Preston Kitner | Registered representative | Jun 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/16/2026 | 919 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Distributors Company Llc $465M (79% of AUM) Mar 2026
- Charles Schwab & Co. $102M (17% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 16, 2026.
View current Form ADV (SEC/IAPD) ↗