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Horizon Advisors, LLC

● SEC registered since 2003CRD 114102SEC# 801-61731Houston, TX
Export (members)
Reg. AUM
$406.9M
Employees
5
Accounts
801
Location
Houston, TX

Horizon Advisors, LLC assets under management

Horizon Advisors, LLC operates as an SEC-registered investment adviser based in Houston, TX. The firm has been registered since 2003. It reports $406.9 million in regulatory assets under management and employs 5 people.

Horizon Advisors, LLC owners & executives

3 reported
NameTitleOwnershipSince
Colin Michael LeePartner, Director Of Financial Planning25-50%2020
Lawrence Edward Maddox ControlPartner, President And Chief Compliance Officer25-50%1999
Owen McBee Murray ControlPartner, Director Of Investment Research25-50%2011

Frequently asked questions

How much does Horizon Advisors, LLC manage?

Horizon Advisors, LLC reports $406.9 million in regulatory assets under management on its Form ADV.

How many employees does Horizon Advisors, LLC have?

Horizon Advisors, LLC reports 5 employees.

Where is Horizon Advisors, LLC located?

Horizon Advisors, LLC is based in Houston, TX and has been SEC-registered since 2003.

Does Horizon Advisors, LLC disclose fund performance?

Horizon Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2603 Augusta, Suite 1400, Houston, TX 77057
Phone713-748-7000
Fax866-405-2060
Office hours8:30 To 5:00 Cst
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$335.3M
Non-discretionary$71.6M
Total (RAUM)$406.9M