# THE HOERNER PLANNING GROUP, LLC

THE HOERNER PLANNING GROUP, LLC of MIDDLEBURG, VA is an SEC-registered investment adviser.

## Registration

- CRD: 139464
- Type: SEC-registered investment adviser
- SEC file number: 801-66594
- Location: 210 EAST FEDERAL STREET, MIDDLEBURG, VA, 20117
- Phone: 540-687-5090
- Latest filing: 2026-03-26
- Regulatory AUM: $1.7B
- Discretionary AUM: $897.6M
- Non-discretionary AUM: $755.3M
- Clients: 8
- Accounts: 1,877

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Roberto Nmn Moreiro | CHIEF COMPLIANCE OFFICER | — |
| Henry Rhodes Hoerner | MANAGING MEMBER | — |
| HOERNER HENRY RHODES | MANAGING MEMBER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER; MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | — |
| BERNSTEIN DANIEL ADAM | MANAGING MEMBER; MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| LAFRANKIE ALEXANDRA CECILIA | CHIEF COMPLIANCE OFFICER | — |
| Moreiro Roberto NMN | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/139464/brochure
- Similar advisers: https://search.stillhousedata.com/firm/139464/similar
- Related entities: https://search.stillhousedata.com/firm/139464/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/139464

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.