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Victor Thomas Cunningham

The Hoerner Planning Group, LLC

Middleburg, VA

CRD 2512959

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Employer firm

The Hoerner Planning Group, LLC CRD 139464

$1.65B regulatory AUM 1 advisory clients

Reported services (Item 5G)

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

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

Current Employers
The Hoerner Planning Group, Llc

210 East Federal Street, Middleburg, VA 20117 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2024-07-02
  • VA RA
    APPROVED
    Since 2024-07-02

Branch Locations

210 East Federal Street, Middleburg, VA 20117 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Hoerner Planning Group Middleburg VA 07/2024 Present
Third Avenue Management New York NY 02/2012 12/2016
Third Avenue Management New York NY 09/2017 06/2024
Unemployed New York NY 01/2017 08/2017
  • 07/2024 → Present
    The Hoerner Planning Group
    Middleburg, VA
  • 02/2012 → 12/2016
    Third Avenue Management
    New York, NY
  • 09/2017 → 06/2024
    Third Avenue Management
    New York, NY
  • 01/2017 → 08/2017
    Unemployed
    New York, NY
Previous Registrations
  • 2009-05-26 → 2012-01-25
    Lucid Asset Management, Llc
    Westport, CT
Designations
  • Chartered Financial Analyst
Other Names
  • Vic Cunningham

View on SEC IAPD

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