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- Custodian
- BNY Mellon · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between November 10, 2025 and March 16, 2026, reported AUM increased 20.3%, from $491.6M to $591.5M.
Across 5 reported observations, AUM increased 98.8% between December 1, 2022 and March 16, 2026, from $297.6M to $591.5M.
Of the latest reported AUM, 99.1% is discretionary and 0.9% is non-discretionary.
The firm reports 4 advisory representatives and 395 clients, or 98.8 clients per representative. That equates to $1.5M in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on March 16, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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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
Tyler Preston Kitner
Client Service Associate
- CRD
- #8297672
Showing 2 of 5 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
SMA allocation detail is available
Hoxton Planning & Management, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Hoxton Planning & Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.