Hornsby Asset Management, LLC
RIAState Registered
Total AUM
$8.1M
Discretionary
$8.1M
100% of AUM
Avg account
$192K
Accounts
42
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 170180
- Custodians
- TRADEPMR BY ROBINHOOD
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Hornsby Asset Management, LLC is an independent registered investment adviser organized as an LLC that provides portfolio management for individuals and small businesses. The firm’s client base is individual and family investors and it charges fees as a percentage of assets under management. Its stated operations focus on managing discretionary portfolios rather than acting as a separate capital allocator or pension consultant. The firm does not identify as an active ESG investor and does not present itself as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities70%
- Other25%
- Cash & Cash Equivalents5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations