Overview
Assets Under Management: $136 million
Headquarters: LAKE FOREST, IL
High-Net-Worth Clients: 36
Average Client Assets: $3.6 million
Frequently Asked Questions
HORIZON CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #132113), HORIZON CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
HORIZON CAPITAL MANAGEMENT, LLC is headquartered in LAKE FOREST, IL.
HORIZON CAPITAL MANAGEMENT, LLC serves 36 high-net-worth clients according to their SEC filing dated March 12, 2026. View client details ↓
According to their SEC Form ADV, HORIZON CAPITAL MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
HORIZON CAPITAL MANAGEMENT, LLC manages $136 million in client assets according to their SEC filing dated March 12, 2026.
According to their SEC Form ADV, HORIZON CAPITAL MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 36
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.09%
Average Client Assets: $3.6 million
Total Client Accounts: 40
Discretionary Accounts: 40
Regulatory Filings
CRD Number: 132113
Filing ID: 2047075
Last Filing Date: 2026-03-12 14:13:44