Horizon Advisors, LLC
● SEC registered since 2003CRD 114102SEC# 801-61731Houston, TX
Reg. AUM
$451.4M
Employees
4
Accounts
869
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 $451.4 million in regulatory assets under management and employs 4 people.
Horizon Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Colin Michael Lee | Partner, Director Of Financial Planning | 25-50% | 2020 |
| Lawrence Edward Maddox Control | Partner, President And Chief Compliance Officer | 25-50% | 1999 |
| Owen McBee Murray Control | Partner, Director Of Investment Research | 25-50% | 2011 |
Frequently asked questions
How much does Horizon Advisors, LLC manage?
Horizon Advisors, LLC reports $451.4 million in regulatory assets under management on its Form ADV.
How many employees does Horizon Advisors, LLC have?
Horizon Advisors, LLC reports 4 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
| Address | 2603 Augusta, Suite 1400, Houston, TX 77057 |
| Phone | 713-748-7000 |
| Fax | 866-405-2060 |
| Office hours | 8:30 To 5:00 Cst |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$451.4M▲ 11%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 51%
Larger than 49% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$451.4Mregulatory AUM
Discretionary $382.2MNon-discretionary $69.2M