Horizon Investments LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Charlotte, NC. Its latest Form ADV filing, dated March 16, 2026, reports $8.5B in regulatory assets under management, 76 employees, and 1,467 accounts.
Assets Under Management
$8.5B
Employees
76
Offices
--
Total Clients
1,467
Primary office
CHARLOTTE, NC
6210 ARDREY KELL ROAD, STE 300, CHARLOTTE, NC, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 98.0% of total clients.
Top client categories% of clientsClients
1
Individuals
98.0%
1,438
2
Investment Cos.
1.8%
26
3
Pooled Investment Vehicles
0.1%
2
4
Other Advisers
0.1%
1
Categories with <5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$8.5Bas of March 16, 2026
Discretionary97.8%
$8.3B
98% of total RAUM97.8%
Non-discretionary2.2%
$187M
2% of total RAUM2.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$8.5B
Total Accounts1,467
10Y AUM Change+$5.4B (+180.1%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees76
Clients per Employee19:1
10Y Employee Change+32 (+72.7%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.