Horizon Investment Services, LLC.
● SEC registered since 2004CRD 110642SEC# 801-63047Hammond, IN
Reg. AUM
$363.8M
Employees
14
Accounts
568
Location
Hammond, IN
Horizon Investment Services, LLC. assets under management
Horizon Investment Services, LLC. operates as an SEC-registered investment adviser based in Hammond, IN. The firm has been registered since 2004. It reports $363.8 million in regulatory assets under management and employs 14 people.
Horizon Investment Services, LLC. owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Brian Carlson Control | Chief Executive Officer | Under 5% | 1997 |
| Cheryl MacKenzie Evans Control | Secretary | Under 5% | 2001 |
| Horizon Management Services, Inc Control | Member | Over 75% | 1997 |
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Horizon Investment Services, LLC. manage?
Horizon Investment Services, LLC. reports $363.8 million in regulatory assets under management on its Form ADV.
How many employees does Horizon Investment Services, LLC. have?
Horizon Investment Services, LLC. reports 14 employees.
Where is Horizon Investment Services, LLC. located?
Horizon Investment Services, LLC. is based in Hammond, IN and has been SEC-registered since 2004.
Does Horizon Investment Services, LLC. disclose fund performance?
Horizon Investment Services, LLC. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7412 Calumet Ave, Hammond, IN 46324-2692 |
| Phone | 219-852-3215 |
| Fax | 219-852-3218 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1426940 |
| Discloses disciplinary history | No |
Regulatory AUM
$363.8M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 57%
Larger than 43% of 16,271 advisers
EmployeesTop 32%
More than 68% of 16,825 advisers
Assets under management
$363.8Mregulatory AUM
Discretionary $363.8M