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Christopher Peard Hoerner

The Hoerner Planning Group, LLC

Middleburg, VA

CRD 6375395

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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
TX RA APPROVED_RES 2023-05-02
VA RA APPROVED 2020-01-06
  • TX RA
    APPROVED_RES
    Since 2023-05-02
  • VA RA
    APPROVED
    Since 2020-01-06

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
Avenir Corporation Washington DC 08/2016 12/2019
The Hoerner Planning Group Llc Middleburg VA 01/2020 Present
Previous Registrations
Other Businesses

Mr. Hoerner is a Director of Stream-It, app. Inc., (dba TV Coins) a Delaware corporation and startup company, since March 2023. The address for Stream-It is 6 Liberty Square, PMB#322, Attention: Legal, Boston, MA 02109. Stream-It (dba TV Coins) designs and markets its technology - a white-label Free Ad-Supported TV (FAST) platform. Mr. Hoerner spends approximately 5-6 hours a month on Stream-It matters, at least 4 of which are during securities trading hours. Mr. Hoerner's role as a Director includes attending periodic board meetings as well as status conference calls.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-12-06
  • S65 Uniform Investment Adviser Law Examination
    2016-12-06

View on SEC IAPD

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