CRD: 284794
Horizon Investment Counsel LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-21-2016
- Office Locations
- 1
Office Locations
About Horizon Investment Counsel LLC
Horizon Investment Counsel is an independent Marietta, GA investment advisor focused on helping individuals and families plan for retirement and long-term financial independence. The firm builds portfolios centered on ETFs and diversified asset allocation, with additional use of mutual funds and fixed income. It also supports insurance/annuity-related planning, and custody is through Charles Schwab.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BRYAN JOHN ELLIS
Chief Compliance Officer, Chief Investment Officer, Managing Member, President
- CRD
- #1524211
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,600,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,600,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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