Hoxton Planning & Management, LLC

FIRM OVERVIEW Hoxton Planning & Management, LLC is a registered investment advisory firm headquartered in Scottsdale, Arizona, providing comprehensive financial planning and investment management services to high-net-worth individuals and families. Operating from the Phoenix metropolitan area—a rapidly growing region attracting significant wealth migration—the firm serves clients seeking integrated wealth management that combines investment advisory with broader financial planning considerations. The firm's name emphasizes both planning and management, reflecting a holistic approach that addresses investment strategy within the context of clients' complete financial circumstances. As a recent SEC-registered filer under CIK #0001954782, Hoxton Planning & Management provides quarterly 13F disclosures documenting its qualifying U.S. equity holdings, offering transparency into portfolio construction decisions. The platform's 13F History capabilities enable users to examine the evolution of disclosed positions as the firm builds its public filing record. HOXTON PLANNING & MANAGEMENT INVESTMENT STRATEGY Hoxton Planning & Management employs a blend-oriented investment philosophy emphasizing diversified market exposure through cost-efficient portfolio construction. The firm's approach reflects modern wealth management principles that prioritize asset allocation discipline and broad diversification as primary drivers of long-term investment outcomes. Evidence suggests incorporation of exchange-traded funds and index-oriented vehicles as core portfolio building blocks—a methodology aligned with research demonstrating the benefits of low-cost, systematic investing over extended time horizons. This planning-centric framework integrates investment decisions with broader financial objectives including retirement readiness, tax efficiency, and estate considerations. Observable patterns in the **13F Portfolio Composition** indicate diversified exposure across market sectors without concentrated thematic positioning, consistent with core equity principles. The **Sector Allocation History** available through the platform reveals how the firm maintains balanced allocation discipline across varying market environments. RISK PROFILE As a financial planning-oriented wealth management practice, Hoxton Planning & Management exhibits a risk profile characterized by systematic market exposure calibrated to client-specific circumstances and planning requirements. The diversified, ETF-oriented approach suggests moderate risk tolerance with emphasis on controlling costs and minimizing idiosyncratic position risk while accepting broad market volatility inherent in equity participation. This methodology historically provides more predictable compounding behavior compared to concentrated active strategies, exchanging potential alpha generation for reduced tracking error and drawdown uncertainty. Low portfolio turnover enhances tax efficiency—a consideration particularly relevant for high-net-worth clients with meaningful taxable account exposure. Users can examine **Max Drawdown Depth** through the platform's backtesting capabilities to understand how a portfolio replicating disclosed positions would have performed during historical market corrections. The **Volatility Profile** tools offer additional context for assessing consistency of capital trajectory relative to market benchmarks. ANALYTICS SUMMARY Hoxton Planning & Management, LLC represents a Scottsdale, Arizona-based wealth advisory practice with an investment philosophy integrating portfolio management within comprehensive financial planning frameworks. The firm's location in the growing Phoenix metropolitan area positions it to serve clients attracted to the region's favorable tax environment and quality of life considerations. As a newer 13F filer, the disclosed holdings provide an emerging record of portfolio construction decisions consistent with diversified, cost-conscious investment principles appropriate for planning-oriented wealth management. Key analytical tools accessible through the platform include **Annualized Return (CAGR)** calculations for historical replication analysis and **Sharpe Ratio** assessment to evaluate risk-adjusted compounding behavior. The **Top 10 Holdings Concentration** metric illuminates diversification characteristics, likely revealing broad position distribution consistent with ETF-oriented methodology. The **Sector Allocation History** demonstrates how the firm maintains balanced exposure across market segments aligned with long-term planning objectives. A pertinent question for continued analysis: How does Hoxton Planning & Management calibrate equity exposure across different client lifecycle stages, and do observable patterns in portfolio construction suggest systematic approaches to adjusting risk profiles as clients transition between accumulation and distribution phases?

Hoxton Planning & Management, Llc reported $333M in 13F assets as of 2026 Q1. Note: 13F AUM reflects only long equity positions reported to the SEC and may differ from total assets under management.

Hoxton Planning & Management, Llc holds 216 disclosed positions. The top 10 holdings represent +38.93% of the reported portfolio, indicating a diversified investment approach.

Track Hoxton Planning & Management, Llc's quarterly filings on SEC EDGAR or on this page — data is updated within days of each filing deadline. Subscribe to 13Foresight for position-change alerts.

Hoxton Planning & Management, Llc is managed by Christopher Hoxton (Founder & Managing Member), Jennifer Hoxton (Principal & Chief Compliance Officer).