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HORIZON CAPITAL MANAGEMENT, LLC
CRD 132113 · SEC 801-133716
ONE WESTMINSTER PLACE, SUITE 100A, LAKE FOREST, IL, 60045, United States
Phone
847-738-0801
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$136.2M
Discretionary AUM
$136.2M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)SUB ADVISORY SERVICES TO OTHER INVESTMENT ADVISERS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2 | $513K |
| High net worth individuals | 36 | $130.9M |
| Pension/profit sharing plans | 1 | $2.0M |
| Other investment advisers | 1 | $2.8M |
States served
IL
All web addresses on file
Official SEC filing: View on IAPD