HORIZON INVESTMENTS LLC
SEC RegisteredFueling Advisor Growth
About the firm
Horizon is an investment advisory firm built around a goals-based philosophy, brought to life through the Gain Protect Spend® framework, designed around people and their financial objectives. Horizon offers technology, expertise, and investment solutions that fuel advisor growth and deepen client relationships.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Goals-Based Strategies (Gain, Protect, and Spend portfolios), Horizon Custom Portfolios (customizable separately managed accounts/SMAs), Horizon One Consulting (outsourced CIO/OCIO solution and practice management services), technology software for client investment guidance, and Horizon Funds (mutual funds and ETFs).
Who they serve
Financial advisors looking to transform their practices and focus on building meaningful relationships and helping clients reach their financial goals.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 1,438 | $539M |
| Pension/Profit Sharing Plans | 2 | $32M |
| Insurance Companies | 1 | — |
10 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
27 advisors in the directory
Regulatory & compliance
Data as of March 16, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. HORIZON INVESTMENTS LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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