Horizon Investments LLC

$8.47BAssets under management
as of Mar 2026 · SEC Form ADV
Charlotte, NC
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Tech stack

No one at Horizon Investments LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Horizon Investments LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Axos Clearing
Per Form ADV · $298M held · filed Apr 2024
Wells Fargo
Per Form ADV · $59M held · filed Apr 2024
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