HI
HORIZON INVESTMENTS LLC
SEC RegisteredCHARLOTTE, NChttps://horizoninvestments.com704-544-2399
Assets Under Management
$5B–$25B
Employees
76
Office Locations
1 office
Total Accounts
1467
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
High Net WorthInvestment CompaniesPooled Vehicles
Who they serve
| 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
Robert Joseph Cannon
CEO, ELECTED MANAGER
Matthew Scott Chambers
GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER
Office locations
1 office in 1 state
NC
CHARLOTTEHQ
Advisors at this firm
7 advisors in the directory
Scott Michael Albright
Investment Adviser Representative
Eric Anthony
Investment Adviser Representative
Scott Charles Ferrette
Investment Adviser Representative
Austin Michael Fitch
Investment Adviser Representative
Alket Kociaj
Investment Adviser Representative
Adam Richard Mattson
Investment Adviser Representative
Matthew Benjamin Terry
Investment Adviser Representative
Regulatory & compliance
CRD number
#109552
SEC Number
801-57316
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee
Data as of March 16, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
horizoninvestments.comPhone
704-544-2399Find an advisor that fits
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Editorial disclosure
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.