Horizon Capital Management, Inc.

Overview

Horizon Capital Management, Inc. is a small, equity-focused registered investment adviser that manages discretionary portfolios primarily for individuals and families and for small businesses. The firm favors exchange-traded instruments and direct equities as its core exposure and offers a mix of fee arrangements including percentage-of-AUM, hourly charges and fixed fees. Advisory activity centers on portfolio management for private clients rather than institutional advisory or pension consulting. Horizon does not identify as an ESG investor and is not set up as a multi-state adviser. The firm is owned by an individual and operates with a concentrated client base: its relationship model is tailored to high-net-worth households and small-business owners who want active portfolio oversight and customized account structures. Custody and trading flow largely through Charles Schwab & Co., Inc., which is the primary custodian for most of the firm’s assets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices