$28.9M Total AUM
$28.9M Disc. AUM
-- 3Y CAGR
2 Employees
21 ADV. Clients
30 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-03-1995
- Office Locations
- 2
Office Locations
-- Henrico VA
-- Richmond VA
About Horizon Capital Management, Inc.
Horizon Capital Management is a Virginia-based RIA serving primarily business owners with financial planning, portfolio construction, and charitable-giving guidance. Portfolios are ETF-centric, with meaningful cash allocations. The firm custodies assets through Charles Schwab & Co. and is led by CEO/President Craig Chalmers Bram.
Team overview
63 AVG AGE
$14.4M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
16.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
30yrs Firm Age
Insights
Available
Available
Available
Available
Available
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Services
Available
Owner & Executives
C
CRAIG CHALMERS BRAM
Chief Executive Officer, President
- CRD
- #2639606
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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R
Ryan Russell Bram
--
- CRD
- #7876089
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,882,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,882,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Sovereign Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Sovereign Bonds | Available | Available |
| Total | Available | Available |
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