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THE HOERNER PLANNING GROUP, LLC
CRD 139464File 801-66594
APPROVED
Retail clients
Custody
Filing as of Mar 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.65B
Top 25% of cohort (national)
Discretionary AUM
$897.6M
Non-discretionary $755.3M
Clients
432
1,877 accounts
Employees
8
Top 25% of cohort in VA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Apr 18, 2006
- Principal office
- 210 EAST FEDERAL STREET, MIDDLEBURG, VA, 20117
- Phone
- 540-687-5090
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.65B
- Discretionary AUM
- $897.6M
- Non-discretionary AUM
- $755.3M
- Discretionary accounts
- 818
- Non-discretionary accounts
- 1,059
- Total accounts
- 1,877
- AUM per client
- $3.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $24.8M |
| Charitable organizations | 54 | $208.8M |
| High net worth individuals | 161 | $1.36B |
| Pension and profit sharing plans | 9 | $18.8M |
| Individuals (other than high net worth individuals) | 204 | $39.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.