THE HOERNER PLANNING GROUP, LLC
CRD #139464 SEC #801-66594 MIDDLEBURG, VA 540-687-5090
SEC Registered
Total AUM
$1.5B
Discretionary
$829.4M
Employees
8
Clients
251
Accounts
1,654
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.5B | $829.4M | $687M | 8 | 1 |
| Nov 2024 | $1.3B | $795.5M | $531.8M | 7 | 6 |
| Mar 2024 | $1.3B | $795.5M | $531.8M | 7 | 6 |
| Jan 2024 | $1.1B | $737.5M | $367.4M | 7 | 6 |
| Nov 2023 | $1.1B | $737.5M | $367.4M | 7 | 6 |
| May 2023 | $1.1B | $737.5M | $367.4M | 8 | 6 |
| Mar 2023 | $1.1B | $737.5M | $367.4M | 8 | 6 |
| Mar 2022 | $1.2B | $832.8M | $361.3M | 7 | 1 |
| Apr 2021 | $986.9M | $681.4M | $305.5M | 7 | 1 |
| Mar 2021 | $986.9M | $681.4M | $305.5M | 7 | 1 |
| Jun 2020 | $874.7M | $583.5M | $291.2M | 7 | 1 |
| Mar 2020 | $874.7M | $583.5M | $291.2M | 7 | 1 |
| Mar 2019 | $650.1M | $444.4M | $205.7M | 6 | 322 |
| Jan 2019 | $602.7M | $427.7M | $175M | 6 | 299 |
| Mar 2018 | $602.7M | $427.7M | $175M | 4 | 299 |
| Mar 2017 | $530.4M | $378.3M | $152M | 4 | 300 |
| Mar 2016 | $483.7M | $343.2M | $140.6M | 3 | 300 |
| Mar 2015 | $526.6M | $364.1M | $162.5M | 3 | 300 |
| Feb 2015 | $516.3M | $516.3M | $0 | 3 | 300 |
| Mar 2014 | $516.3M | $516.3M | $0 | 3 | 300 |
| Apr 2013 | $444.7M | $444.7M | $0 | 4 | 300 |
| Mar 2013 | $444.7M | $444.7M | $0 | 4 | 300 |
| Jan 2013 | $412.7M | $412.7M | $0 | 4 | 300 |
| Mar 2012 | $412.7M | $412.7M | $0 | 1 | 300 |
| Mar 2011 | $440.6M | $440.6M | $0 | 5 | -- |
| Mar 2009 | $269.8M | $269.8M | $0 | 5 | -- |
| Mar 2007 | $326.9M | $326.9M | $0 | 5 | -- |
DateMar 2025
Total AUM$1.5B
Discretionary$829.4M
Non-Disc.$687M
Employees8
Clients1
DateNov 2024
Total AUM$1.3B
Discretionary$795.5M
Non-Disc.$531.8M
Employees7
Clients6
DateMar 2024
Total AUM$1.3B
Discretionary$795.5M
Non-Disc.$531.8M
Employees7
Clients6
DateJan 2024
Total AUM$1.1B
Discretionary$737.5M
Non-Disc.$367.4M
Employees7
Clients6
DateNov 2023
Total AUM$1.1B
Discretionary$737.5M
Non-Disc.$367.4M
Employees7
Clients6
DateMay 2023
Total AUM$1.1B
Discretionary$737.5M
Non-Disc.$367.4M
Employees8
Clients6
DateMar 2023
Total AUM$1.1B
Discretionary$737.5M
Non-Disc.$367.4M
Employees8
Clients6
DateMar 2022
Total AUM$1.2B
Discretionary$832.8M
Non-Disc.$361.3M
Employees7
Clients1
DateApr 2021
Total AUM$986.9M
Discretionary$681.4M
Non-Disc.$305.5M
Employees7
Clients1
DateMar 2021
Total AUM$986.9M
Discretionary$681.4M
Non-Disc.$305.5M
Employees7
Clients1
DateJun 2020
Total AUM$874.7M
Discretionary$583.5M
Non-Disc.$291.2M
Employees7
Clients1
DateMar 2020
Total AUM$874.7M
Discretionary$583.5M
Non-Disc.$291.2M
Employees7
Clients1
DateMar 2019
Total AUM$650.1M
Discretionary$444.4M
Non-Disc.$205.7M
Employees6
Clients322
DateJan 2019
Total AUM$602.7M
Discretionary$427.7M
Non-Disc.$175M
Employees6
Clients299
DateMar 2018
Total AUM$602.7M
Discretionary$427.7M
Non-Disc.$175M
Employees4
Clients299
DateMar 2017
Total AUM$530.4M
Discretionary$378.3M
Non-Disc.$152M
Employees4
Clients300
DateMar 2016
Total AUM$483.7M
Discretionary$343.2M
Non-Disc.$140.6M
Employees3
Clients300
DateMar 2015
Total AUM$526.6M
Discretionary$364.1M
Non-Disc.$162.5M
Employees3
Clients300
DateFeb 2015
Total AUM$516.3M
Discretionary$516.3M
Non-Disc.$0
Employees3
Clients300
DateMar 2014
Total AUM$516.3M
Discretionary$516.3M
Non-Disc.$0
Employees3
Clients300
DateApr 2013
Total AUM$444.7M
Discretionary$444.7M
Non-Disc.$0
Employees4
Clients300
DateMar 2013
Total AUM$444.7M
Discretionary$444.7M
Non-Disc.$0
Employees4
Clients300
DateJan 2013
Total AUM$412.7M
Discretionary$412.7M
Non-Disc.$0
Employees4
Clients300
DateMar 2012
Total AUM$412.7M
Discretionary$412.7M
Non-Disc.$0
Employees1
Clients300
DateMar 2011
Total AUM$440.6M
Discretionary$440.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$269.8M
Discretionary$269.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$326.9M
Discretionary$326.9M
Non-Disc.$0
Employees5
Clients--