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Hoxton Financial, LLC (Shepherdstown)


Hoxton Financial, LLC is a large advisory firm based in Shepherdstown. It manages $55 million of regulatory assets for 177 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Maryland, Pennsylvania, Virginia, and West Virginia.

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Hoxton Financial provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hoxton Financial: assets under management

The assets under management (AUM) of Hoxton Financial, LLC is $55 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $30 million in discretionary accounts and $25 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $181.82 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.08 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hoxton Financial, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Shepherdstown

The principal office where Hoxton Financial, LLC performs its advisory services is located at 8530 Shepherdstown Pike, Shepherdstown, WV 25443 The mailing address of the firm is P.O. Box E, Shepherdstown, WV 25443. An additional office of the firm is in Chambersburg, PA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 304-876-2619 or by fax 304-876-1126. The normal business hours are 8:30 - 5:00 on Monday - Friday. You can find more information about the New York firm at www.hoxtonfiancial.com.


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