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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Virginia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 27, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LAFRANKIE, ALEXANDRA, CECILIA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LAFRANKIE, ALEXANDRA, CECILIA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LAFRANKIE, ALEXANDRA, CECILIA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LAFRANKIE, ALEXANDRA, CECILIA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LAFRANKIE, ALEXANDRA, CECILIA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LAFRANKIE, ALEXANDRA, CECILIA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LAFRANKIE, ALEXANDRA, CECILIA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LAFRANKIE, ALEXANDRA, CECILIA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LAFRANKIE, ALEXANDRA, CECILIA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Moreiro, Roberto, NMN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Moreiro, Roberto, NMN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Moreiro, Roberto, NMN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Moreiro, Roberto, NMN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HOERNER, HENRY, RHODES | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| HOERNER, HENRY, RHODES | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| HOERNER, HENRY, RHODES | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| HOERNER, HENRY, RHODES | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| HOERNER, HENRY, RHODES | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| HOERNER, HENRY, RHODES | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| HOERNER, HENRY, RHODES | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| HOERNER, HENRY, RHODES | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| HOERNER, HENRY, RHODES | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| HOERNER, HENRY, RHODES | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| HOERNER, HENRY, RHODES | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| HOERNER, HENRY, RHODES | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| HOERNER, HENRY, RHODES | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| HOERNER, HENRY, RHODES | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| HOERNER, HENRY, RHODES | I | MANAGING MEMBER | E | Control |
| HOERNER, HENRY, RHODES | I | MANAGING MEMBER | E | Control |
| HOERNER, HENRY, RHODES | I | MANAGING MEMBER | E | Control |
| HOERNER, HENRY, RHODES | I | MANAGING MEMBER | E | Control |
| HOERNER, HENRY, RHODES | I | MANAGING MEMBER | E | Control |
| HOERNER, HENRY, RHODES | I | MANAGING MEMBER | E | Control |
| HOERNER, HENRY, RHODES | I | MANAGING MEMBER | E | Control |
| HOERNER, HENRY, RHODES | I | MANAGING MEMBER | E | Control |
| HOERNER, HENRY, RHODES | I | MANAGING MEMBER | E | Control |
| HOERNER, HENRY, RHODES | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| HOERNER, HENRY, RHODES | I | MANAGING MEMBER | E | Control |
| HOERNER, HENRY, RHODES | I | MANAGING MEMBER | E | Control |
| HOERNER, HENRY, RHODES | I | MANAGING MEMBER | E | Control |
| HOERNER, HENRY, RHODES | I | MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Mar 27, 2025 REGISTERED
Notice Filings (19)
CA CO CT DC DE FL MA MD MI MT NC NE NH NY PA SC TX VA VT
Address
210 EAST FEDERAL STREETMIDDLEBURG, VA 20117
United States
Phone: 540-687-5090