Hoxton Planning & Management, LLC

Investment Advisor
in Shepherdstown, WV

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About this Advisor

Archibald Hoxton is a financial advisor who works out of Shepherdstown, West Virginia. Hoxton works at Hoxton Planning & Management, LLC. Their career trajectory has included roles at West Virginia University, Texas Tech University, D.P. Dough, Southwestern Advantage, Hfi Wealth Management, Fellowship Of Catholic University Students, United Capital Financial Advisors, The Vanguard Group, Inc and Hoxton Planning & Management, LLC. Hoxton has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in West Virginia. Hoxton Planning & Management, LLC is an advisory business that has its headquarters in Shepherdstown, WV. It administers $307 million in total assets between its 891 accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. The firm advises six charitable organizations. Of its 891 client accounts, 38% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Hoxton Planning & Management, LLC provides a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fees typically are based on the type of financial services provided. Fees charged by Hoxton Planning & Management, LLC most likely include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

8530 Shepherdstown Pike
Shepherdstown, WV 25443

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Hoxton Planning & Management, LLC Brokerage Details

Total Assets Under Management


WV Average: $493,341,091
Total Number of Employees


WV Average: 16
Total Number of Accounts


WV Average: 1,028
Average Account Size


WV Average: $479,904

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Archibald Hoxton Work History

Archibald has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Hoxton Planning & Management, LLC

2020 - 2023 (3 years)

The Vanguard Group, Inc

2018 - 2020 (2 years)

Texas Tech University

2018 - 2018 (< 1 year)

United Capital Financial Advisors

2018 - 2019 (1 year)

Texas Tech University

2017 - 2018 (1 year)

Fellowship Of Catholic University Students

2016 - 2016 (< 1 year)

Fellowship Of Catholic University Students

2015 - 2015 (< 1 year)

Hfi Wealth Management

2014 - 2014 (< 1 year)

Southwestern Advantage

2013 - 2014 (1 year)

D.P. Dough

2012 - 2016 (4 years)

West Virginia University

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Archibald Hoxton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Hoxton Planning & Management, LLC

Archibald Hoxton
Shepherdstown, WV
Amanda Runkles
Shepherdstown, WV
Archibald Hoxton
Shepherdstown, WV

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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