James Arthur Sutch
Investment adviser representative at Hoxton Planning & Management, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$591.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Hoxton Planning & Management, LLCAug 2024 to now
- Arbor Private Wealth, LLCNov 2023 to Aug 2024
- Wells Fargo Clearing Services, LLCOct 2015 to Nov 2023
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (WV).
Hoxton Planning & Management, LLC
$591.5MAssets managed
392Clients
5Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6328469
- Firm CRD
- 319087