Hornsby Asset Management, LLC

RIASEC Registered
Total AUM
$7M
Discretionary
$7M
100% of AUM
Avg account
$90.9K
Accounts
77
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
170180
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Hornsby Asset Management, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on portfolio management for individuals and small businesses and charges clients a percentage-of-assets-under-management fee. Its reported client base is primarily individual and family clients, and the firm manages assets on a discretionary basis. The firm does not identify as an active ESG investor and does not report multi-state adviser status, pension consulting, related-adviser relationships, or capital-allocation activity.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 70%, Other 25%, Cash & Cash Equivalents 5%70%
  • Exchange Traded Equities70%
  • Other25%
  • Cash & Cash Equivalents5%

Contacts

1 of 1
  • Murray Hornsby

    Investment Advisor RepresentativeCRD 1313236

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth