Horizon Investment Services, LLC. is an SEC registered investment adviser organized as a limited liability company with a primary office location in Hammond, IN. Its latest Form ADV filing, dated March 20, 2026, reports $364M in regulatory assets under management, 14 employees, and 568 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 75.1% of total clients.
Top client categories% of clientsClients
1
Individuals
75.1%
251
2
HNWI
20.1%
67
3
Other Advisers
3.0%
10
4
Corporations
1.8%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$364Mas of March 20, 2026
Discretionary100.0%
$364M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$364M
Total Accounts568
10Y AUM Change+$98M (+36.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee24:1
10Y Employee Change0 (0.0%)
* 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.