The Horst Group, LLC

Overview

The Horst Group, LLC is a small, independent registered investment adviser structured as a limited liability company and owned by an individual. The firm serves primarily individual and family clients, offering financial planning and discretionary portfolio management alongside selection-of-other-advisers services and educational workshops. Its client-facing fee model mixes asset-based fees and fixed fees. Investment activity is centered on externally managed public funds for core exposures, with the firm acting as a capital allocator when it engages third-party managers. The Horst Group also provides pension consulting-related advice for small-business clients and uses advisory relationships to access specialist managers or strategies when appropriate. It does not identify itself as an active ESG investor in filings and is not structured as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices