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They include 201 individual clients, 172 high-net-worth individuals, and 8 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 16 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Hoxton Planning & Management offer?","answer":"Hoxton Planning & Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, education planning, estate planning, insurance, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Hoxton Planning & Management use?","answer":"Hoxton Planning & Management’s separately managed account assets are held at Fidelity Distributors Company LLC (Smithfield, RI), with $465M and Charles Schwab & Co., Inc. 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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Hoxton Planning & Management have?","answer":"Hoxton Planning & Management has 5 investment adviser representatives registered with state securities authorities, out of 8 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Hoxton Planning & Management invest in?","answer":"At the end of its last fiscal year, Hoxton Planning & Management’s separately managed accounts held 64% exchange-traded equities, 24% registered funds (mutual funds, ETFs, BDCs), 6% cash and equivalents, 3% state and local bonds, 1% investment grade corporate bonds, 1% pooled vehicles (private funds and similar) and 1% other. The 1% other category is described as: Annuities.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Hoxton Planning & Management?","answer":"Hoxton Planning & Management’s direct owners are RH Advisory Services, LLC (50% to 75%), Ar Hoxton V LLC (25% to 50%) and Great Peak LLC (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 16 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Hoxton Planning & Management get paid?","answer":"Hoxton Planning & Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Hoxton Planning & Management registered with the SEC?","answer":"Yes, Hoxton Planning & Management has been registered with the SEC as an investment adviser since 14 March 2022. Its CRD number is 319087 and its SEC file number is 801-123434.","source":"Form ADV Part 1A, Item 1, filed 16 March 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Hoxton Planning & Management?","answer":"Hoxton Planning & Management’s main office is at 8530 Shepherdstown Pike, Shepherdstown, WV 25443. Its phone number is 304-876-2619. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}