Horizon Investment Counsel LLC
Firm details
- Headquarters
- ,
- CRD number
- 284794
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Horizon Investment Counsel LLC operates as a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm emphasizes a fee structure based on a percentage of assets under management (AUM). While not classified as a capital allocator, Horizon Investment Counsel has carved out a niche in managing investments for a client base that includes individuals and families. The firm does not actively engage in ESG investing and is not affiliated with any multi-state advisory networks.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities85%
- Cash & Cash Equivalents7%
- US Government Bonds3%
- Public Funds/Mutual Funds3%
- Investment Grade Corp Bonds2%
Owners & executives
1 of 1
Bryan Ellis
President, Chief Investment OfficerCRD 1524211
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Manor Road Capital Partners, LLC
RIATricord Investment Advisors, Inc.
RIAUnderhill Investments, LLC
RIABerkely, MI
Bldr Wealth LLC
RIAShawnee, KS
Keybridge Capital
RIAQuincy, IL
Niemann Investments LLC
RIARiverton, UT