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Horizon Capital Management, LLC

EST. AUM
$136,184,309

CONTACTS
1

CLIENT ACCOUNTS
40

Firm Details

Metro area Chicago
CRD Number 132113
Website horizoncapmgmt.com
Client types

Overview

Horizon Capital Management, LLC is a fee-only registered investment adviser headquartered in Lake Forest, Illinois, founded in 2005, serving high-net-worth families, business owners, and individuals. They offer comprehensive wealth management, advanced financial planning, tax mitigation, estate/wealth transfer, charitable giving and investment consulting using a consultative process tailored to each client’s values, relationships, liquidity, and goals. As of their most recent regulatory filings, the firm manages approximately US$ 116.0 million in assets under management, across 43 clients, with an average client account size around US$ 2.7 million. Their advisory team is small — one primary advisor — reflecting highly personalized service.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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