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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-18-1999
- Office Locations
- 1
Office Locations
About Horizon Capital Management, Inc.
Horizon RIA is a Christ-centered, fee-only independent fiduciary money manager serving retired and early-retired investors. Led by portfolio manager Dexter P. Lyons (managing client accounts since 1990), the firm actively manages IRA and taxable portfolios using commission-free stocks, ETFs and NTF funds, rotating exposure as market leadership shifts to seek upside with downside protection. Offers three separate model strategies including CANSLIM stock growth and Biblically Responsible Investing using Inspire Impact Scores, custodied at Altruist with no custodian fees.
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Owner & Executives
DEXTER PHILLIP LYONS
Chief Compliance Officer, President
- CRD
- #2121022
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,600,000 | $74,286 |
| Non-Discretionary | $0 | -- |
| Total | $2,600,000 | $74,286 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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