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CRD: 132113
Horizon Capital Management, LLC
$136.2M Total AUM
$136.2M Disc. AUM
-- 3Y CAGR
1 Employees
40 ADV. Clients
21 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-03-2005
- Office Locations
- 1
Office Locations
ONE Westminster Place Suite 100a Lake Forest IL
About Horizon Capital Management, LLC
Horizon Capital Management, LLC is an owner-led RIA in Lake Forest, IL serving business owners and entrepreneurs. The firm provides asset management and financial planning, including portfolio construction, insurance planning, charitable giving, and business succession support. Portfolios use ETFs and mutual funds, with fixed-income exposure, and the firm works with Schwab and Fidelity for custody.
Team overview
61 AVG AGE
$136.2M AVG AUM / ADVISOR
$3.4M AVG AUM / CLIENT
21.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
J
JAMES DAVID PATTIE
Chief Compliance Officer, Managing Member, President
- CRD
- #2509399
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $136,184,309 | $3,404,608 |
| Non-Discretionary | $0 | -- |
| Total | $136,184,309 | $3,404,608 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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