Henry Rhodes Hoerner

Current Employers

Employment History

• 05/2006 → Present
  The Hoerner Planning Group, Llc
  Middleburg, VA

Previous Registrations

• 1999-09-28 → 2006-05-18
  Osaic Fa, Inc.
  Middleburg, VA
  Middleburg, VA

Other Businesses

He is a board member of the Curtis Investment Group Inc. This business is a privately owned real estate management, ownership and development business. It also has a site development and home building business. He is a member of the Board of Directors and has been since September 2000. There are 2 to 4 board meetings annually, each typically lasting 6 to 8 hours. On average he spends 2-3 hours per week on Curtis Investment Group, Inc. and related-entity businesses, all during trading hours. The business address is 5620 Linda Lane, Camp Springs, MD 20748. He is a director of Elk Run LLC, a privately owned business. Elk Run's primary business is a third-party fulfilment and distribution business operating under the name of Box-In Box-Out. There are typically 2 annual board meetings lasting 2-3 hours. On average he spends 1-2 hours weekly on Elk Run business, all during trading hours. Elk Run is located at 7021 Wolftown Head Road, Madison, VA 22727. Mr. Hoerner is a limited partner of Good Works L.P. and Good Works Development L.P. These two entities own and develop affordable housing projects in Northern Virgina, primarily in Loudoun and Fauquier Counties. The business address is 102 West Washington Street, Middleburg. Virgina 20117. Mr. Hoerner devotes 1 hour weekly to Good Works endeavours. This time allocation can be during or after trading hours. Mr. Hoerner is member of the Investment Advisory Committee for the BBH Capital Partners V, LP, a private equity fund. There is typically a single annual board meeting. Mr. Hoerner is a member of New Coastal Development LLC, which develops real estate development sites. Mr. Hoerner is a trustee of The George and Josephine Curtis Foundation and seventeen Irrevocable Trusts for three clients. He is the successor trustee of one Irrevocable Family Trust and several Revocable Trusts for multiple different clients.

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-07-15
• S63 Uniform Securities Agent State Law Examination
  1992-06-04

Other Names

• Tim Hoerner
• Henry R Iii Hoerner
• Henry Rhodes Hoerner
• Tim Rhodes Hoerner