T
$1.7B Total AUM
$897.6M Disc. AUM
-- 3Y CAGR
8 Employees
433 ADV. Clients
20 yrs Firm Age
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- Custodian
- Fidelity/NFS ยท Lincoln Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-18-2006
- Office Locations
- 1
Office Locations
210 East Federal Street Middleburg VA
About THE Hoerner Planning Group, LLC
THE Hoerner Planning Group, LLC is a Middleburg-based RIA. The firm has been operating for 20 years. Managing $1.7B in total assets under management, with 4 advisory representatives. They custody assets with Fidelity/NFS and Lincoln Financial.
Team overview
34 AVG AGE
$413.2M AVG AUM / ADVISOR
$3.8M AVG AUM / CLIENT
8.1 yrs AVG TENURE
8 Employees
4 Advisory Reps
4 RIA Reps
20yrs Firm Age
Insights
Available
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Accredited Investors
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
H
HENRY RHODES HOERNER
Managing Member
- CRD
- #2230564
- Ownership
- 75% or more
Available
Available
Available
R
Roberto NMN Moreiro
Chief Compliance Officer, Partner
- CRD
- #7193031
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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S
SARAH ASHLEY ALBRITTON
Director of Operations
- CRD
- #6708043
Available
Available
Available
V
VICTOR THOMAS CUNNINGHAM
--
- CRD
- #2512959
Available
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Available
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $897,575,903 | $1,097,281 |
| Non-Discretionary | $755,268,868 | $713,191 |
| Total | $1,652,844,771 | $880,578 |
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Separately Managed Accounts
Total SMA Asset: Available
Private Funds:
Available Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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