Tyler Preston Kitner

Employer firm

Hoxton Planning & Management, LLC CRD 319087

$592M regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2021 → 08/2022
  Martins Grocery Store
  Matinsburg, WV
• 06/2022 → Present
  Jefferson Security Bank
  Shepherdstown, WV
• 01/2026 → Present
  Hoxton Planning & Management
  Shepherdstown, WV
• 06/2016 → 06/2021
  Shepherd University & Musselman Hs
  Inwood, WV

Other Businesses

H&M Family Properties, LLC; this is not investment related. 867 Horizon Way, Martinsburg WV, 25403. Rental Property Management Partner 01/01/2023. 1 hour a month, 0 hours during trading hours. Tyler, along with his partners, decide rent amounts, new tenants, and other decisions are they to come up. The LLC manages two units.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-06-20