HORIZON INVESTMENTS LLC

CRD 109552 · SEC 801-57316

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6210 ARDREY KELL ROAD, STE 300, CHARLOTTE, NC, 28277, United States

Phone

704-544-2399

Fax

704-544-2883

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$8.47B

Discretionary AUM

$8.29B

Team

76 total employees; 23 advisory reps; 10 broker-dealer reps

Clients

—

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-16

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)CONSULT FOR OTHER FINANCIAL PROFESSIONALS

Client types

Type	Clients	AUM
Individuals	1438	$538.5M
Investment companies	26	$7.71B
Pooled investment vehicles	2	$32.1M
Other investment advisers	1	$186.7M

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD