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- Custodian
- BNY Mellon · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Glacier harborRadial element +more
- Established Date
- 03-14-2022
- Office Locations
- 1
Office Locations
About Hoxton Planning & Management, LLC
Hoxton Planning & Management is a CFP-led RIA serving serious savers nearing retirement and retirees, primarily in the DMV region and nationwide. The firm provides financial planning and portfolio management with a long-term, research-informed approach focused on asset allocation, rebalancing, risk management, tax-aware implementation, and a mix of low-cost passive vehicles plus selective active managers in less efficient areas. Team also hosts the Last Paycheck Podcast.
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Owner & Executives
ARCHIBALD ROBINSON HOXTON IV
ADVISOR, Chief Compliance Officer, PARTNER
- CRD
- #2283548
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
Unlock allContacts
Archibald Robinson Hoxton V
Financial Planner, Manager
- CRD
- #7259439
JAMES ARTHUR SUTCH JR
Financial Advisor
- CRD
- #6328469
Capital catalyst
Summit beacon atlas
- CRD
- #19783
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $586,091,961 | $431,267 |
| Non-Discretionary | $5,457,848 | $303,214 |
| Total | $591,549,809 | $429,593 |
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Separately Managed Accounts
Total SMA Asset: $591,549,809
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,830,322,891 | 21.1% |
| Public Funds | $1,613,459,990 | 18.6% |
| Cash | $373,004,191 | 4.3% |
| Municipal Bonds | $1,717,554,182 | 19.8% |
| Corporate - Investment Grade | $702,635,802 | 8.1% |
| Other | $1,708,879,666 | 19.7% |
| Private Funds | $728,659,351 | 8.4% |
| Total | $8,674,516,073 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| INSIGHT FOUNDATION | HORIZON PRIME | UV2J0C5NF | TMS | 7.59% | $79,230,909 |
| VECTOR HARBOR | BEACON HARBOR | BY8OORTWK | NJPW | 9.47% | $72,421,616 |
| PIONEER BRIDGE | ALPHA INSIGHT | HCW08HD7R | WEZXH | 10.43% | $89,747,602 |
| VITAL PIONEER BEACON | LEGACY PATHWAY | 0S50T9TT1 | AVXJ | 12.41% | $10,202,570 |
| EAGLE SUMMIT OPTIMA | DELTA CATALYST | 2KTEQ8NGC | VRRF | 4.33% | $2,905,625 |
| MERIDIAN PEAK PEAK | INSIGHT INSIGHT | OQL4EG6LM | UAPGD | 3.79% | $75,028,873 |
| PIONEER RADIAL | HARBOR FRONTIER | YO1HUDCQY | OQMD | 6.65% | $20,485,954 |
| INSIGHT FOUNDATION ZENITH | OAK INSIGHT | QRZLSFUWI | QZCHW | 10.07% | $100,931,930 |