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Archibald Robinson Hoxton

HOXTON PLANNING & MANAGEMENT, LLC·SHEPHERDSTOWN, West Virginia
Series 6, Series 7, Series 24, Series 63, Series 65Clean record26 years registeredHOXTON PLANNING & MANAGEMENT, LLC
8530 SHEPHERDSTOWN PIKE, SHEPHERDSTOWN, WV 25443CRD# 2283548Firm CRD# 319087

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Archibald Robinson Hoxton · SHEPHERDSTOWN, WV
Registration
CRD #2283548 · HOXTON PLANNING & MANAGEMENT, LLC · 26 years registered
Brand Profile
Not yet started
01

Career History

HOXTON PLANNING & MANAGEMENT, LLC
Mar 2022 – present
GOLDMAN SACHS PERSONAL FINANCIAL MANAGEMENT
Apr 2016 – Apr 2022
SHEPHERDSTOWN, WV
HFI WEALTH MANAGEMENT
Jul 2002 – Apr 2016
SHEPHERDSTOWN, WV
LINSCO/PRIVATE LEDGER CORP.
Jan 2000 – Aug 2002
SHEPERDSTOWN, WV
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · January 18, 2000
Years registered · 26
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HOXTON PLANNING & MANAGEMENT, LLC
CRD 319087 · SEC 801-123434
AUM
$348M
Regulatory assets under management
Employees
7
898 client accounts
Services offered by HOXTON PLANNING & MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at HOXTON PLANNING & MANAGEMENT, LLC →
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Frequently Asked Questions

What services does Archibald Robinson Hoxton offer?
Archibald Robinson Hoxton specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SHEPHERDSTOWN, West Virginia for a consultation.
What are Archibald Robinson Hoxton's credentials?
Archibald Robinson Hoxton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Archibald Robinson Hoxton located?
Archibald Robinson Hoxton is based in SHEPHERDSTOWN, West Virginia, working with HOXTON PLANNING & MANAGEMENT, LLC. Their office serves clients in the SHEPHERDSTOWN metropolitan area and surrounding communities.
How does Archibald Robinson Hoxton charge for services?
Archibald Robinson Hoxton's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HOXTON PLANNING & MANAGEMENT, LLC?
HOXTON PLANNING & MANAGEMENT, LLC has approximately 7 employees and manages $348M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HOXTON PLANNING & MANAGEMENT, LLC

Archibald Robinson Hoxton
SHEPHERDSTOWN, WV
CFP

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