Victor T. Cunningham

THE HOERNER PLANNING GROUP

Middleburg, VA 20117

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CRD#: 2512959

Professional summary

Victor Thomas Cunningham, who also goes by VIc Cunningham, is a registered financial advisor currently at THE HOERNER PLANNING GROUP, LLC located in Middleburg, Virginia.

Victor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Victor has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Vic Cunningham

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Victor Thomas Cunningham's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 2, 2024 - Present

THE HOERNER PLANNING GROUP, LLC

Office #1: 210 East Federal Street, Middleburg, VA 20117

RIA

CRD#: 139464

Middleburg, VA

Past

May 26, 2009 - January 25, 2012

LUCID ASSET MANAGEMENT, LLC

RIA

CRD#: 138242

WESTPORT, CT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

THE HOERNER PLANNING GROUP, LLC

HOERNER PLANNING, LLC | THE HOERNER PLANNING GROUP, LLC | HPG, LLC

CRD#: 139464 / SEC#: 801-66594

RIA

Registered Investment Advisory firm - (4/18/2006 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Virginia
(7/2/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

THE HOERNER PLANNING GROUP, LLC

HOERNER PLANNING, LLC | THE HOERNER PLANNING GROUP, LLC | HPG, LLC

CRD#: 139464 / SEC#: 801-66594

RIA

Registered Investment Advisory firm - (4/18/2006 Approved)

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Contact information

Main Address

210 East Federal Street, Middleburg, VA 20117

Mailing Address

P.o. Box 1326, Middleburg, VA 20118

Phone number

(540) 687-5090

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

THE HOERNER PLANNING GROUP, LLC (3/27/2025)

Regulatory assets under management

Total Number of Accounts	1,654
AUM (Assets Under Management)	$ 1,516,420,782

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
02/18/2025	Cover Page	Report
02/01/2024	Cover Page	Report
11/01/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Victor T. Cunningham

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Victor Thomas Cunningham's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE HOERNER PLANNING GROUP, LLC

LUCID ASSET MANAGEMENT, LLC

Primary Firm SEC Registration

THE HOERNER PLANNING GROUP, LLC

State Registrations and Notice Filings

Exams

Current Firm

THE HOERNER PLANNING GROUP, LLC

Contact information

SEC notice filing (17 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

THE HOERNER PLANNING GROUP, LLC

TRUST BUT VERIFY

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