Horizon Investments LLC

Horizon Investments LLC (CRD# 109552) is a financial advisory firm headquartered in Charlotte, NC. They manage $3,409,441,046 in 4,483 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,409
    MILLION
  • Total Number of Accounts
    4,483
    ACCOUNTS
  • Average Account Value
    $760,527
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Horizon Investments LLC
Showing 1 - 10 of 26 top financial advisors.
1
Scott M. Albright
CRD#: 4514266
6210 Ardrey Kell Road, Ste 300, Charlotte, NC 28277

Scott Albright (CRD# 4514266) is an Investment Advisor Representative working at Horizon Investments LLC in Charlotte, NC and has over 19 years of experience in the finance industry.

2
John J. Arena
CRD#: 4484875
6210 Ardrey Kell Road, Ste 300, Charlotte, NC 28277

John Arena (CRD# 4484875) is an Investment Advisor Representative working at Horizon Investments LLC in Charlotte, NC and has over 19 years of experience in the finance industry.

3
Carlos E. Barbosa
CRD#: 4489840
Guilford, CT

Carlos Barbosa (CRD# 4489840) is an Investment Advisor Representative working at Horizon Investments LLC in Guilford, CT and has over 19 years of experience in the finance industry.

4
Joshua S. Bartholomew
CRD#: 5365788
6210 Ardrey Kell Road, Ste 300, Charlotte, NC 28277

Joshua Bartholomew (CRD# 5365788) is an Investment Advisor Representative working at Horizon Investments LLC in Charlotte, NC and has over 14 years of experience in the finance industry.

5
Matthew Bond
CRD#: 4277568
6210 Ardrey Kell Road, Ste 300, Charlotte, NC 28277

Matthew Bond (CRD# 4277568) is an Investment Advisor Representative working at Horizon Investments LLC in Charlotte, NC and has over 14 years of experience in the finance industry.

6
John H. Bryant
CRD#: 6532024
6210 Ardrey Kell Road, Ste 300, Charlotte, NC 28277

John Bryant (CRD# 6532024) is an Investment Advisor Representative working at Horizon Investments LLC in Charlotte, NC and has over 6 years of experience in the finance industry.

7
Anne N. Comer
CRD#: 5013546
6210 Ardrey Kell Road, Ste 300, Charlotte, NC 28277

Anne Comer (CRD# 5013546) is an Investment Advisor Representative working at Horizon Investments LLC in Charlotte, NC and has over 13 years of experience in the finance industry.

8
Scott C. Ferrette
CRD#: 5584620
San Francisco, CA

Scott Ferrette (CRD# 5584620) is an Investment Advisor Representative working at Horizon Investments LLC in San Francisco, CA and has over 12 years of experience in the finance industry.

9
Austin M. Fitch
CRD#: 5972590
6210 Ardrey Kell Road, Ste 300, Charlotte, NC 28277

Austin Fitch (CRD# 5972590) is an Investment Advisor Representative working at Horizon Investments LLC in Charlotte, NC and has over 10 years of experience in the finance industry.

10
Casey R R. Hazen
CRD#: 6343355
6210 Ardrey Kell Road, Ste 300, Charlotte, NC 28277

Casey R Hazen (CRD# 6343355) is an Investment Advisor Representative working at Horizon Investments LLC in Charlotte, NC and has over 7 years of experience in the finance industry.

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