CRD: 110642
Horizon Investment Services, Llc.
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-01-1997
- Office Locations
- 2
Office Locations
About Horizon Investment Services, Llc.
Horizon Investment Services, Llc. is a Hammond-based RIA with 2 offices. The firm has been operating for 28 years. Managing $363.8M in total assets under management, with 6 advisory representatives. They custody assets with Charles Schwab & Company and LPL Financial. Services offered include Insurance, Portfolio Construction.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
CHARLES BRIAN CARLSON
Chief Executive Officer
- CRD
- #4380765
- Ownership
- Less than 5%
ROBERT THOMAS EVANS
President, Project Manager
- CRD
- --
- Ownership
- Less than 5%
Insight value
Foundation atlas capital
- CRD
- #14169
- Ownership
- 8.7%
Showing 2 of 5 owners & executives
Unlock allContacts
MARGARET MARY BLACKMAN
Senior Consultant
- CRD
- #5197806
Shelby Lynn Cavanaugh
--
- CRD
- #6897548
Foundation vital
Matrix ember matrix
- CRD
- #44943
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $363,823,928 | $640,535 |
| Non-Discretionary | $0 | -- |
| Total | $363,823,928 | $640,535 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $363,823,928
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,446,789,824 | 26.5% |
| Public Funds | $1,779,824,463 | 32.6% |
| Cash | $2,232,969,954 | 40.9% |
| Total | $5,459,584,241 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VECTOR RADIAL | PEAK FOUNDATION | RDLWKNQTA | ZSSRP | 5.09% | $109,315,423 |
| MATRIX CREST | VALUE MERIDIAN | 0R9CMYIU8 | NMP | 9.60% | $29,830,230 |
| GLACIER FUSION LEGACY | NORTH VALUE | Y8CLPKU64 | TTGNS | 6.95% | $100,449,671 |
| VECTOR WAVE PATHWAY | FUSION EMBER | FIMZAZ36Z | JZOLS | 6.31% | $99,746,510 |
| DELTA OPTIMA | FRONTIER MOMENTUM | OAA1CC7K9 | GFNOY | 7.62% | $80,959,786 |
| WAVE QUANTUM | ELEMENT EAGLE | SGMV7QX5Z | AVNP | 5.81% | $2,343,839 |
| NORTH NORTH FOCUS | NORTH OAK | UCYJRH789 | KOYKZ | 2.62% | $5,516,141 |
| FOUNDATION ZENITH FUSION | RADIAL ALPHA | WFNRP1MIU | YYGYC | 1.07% | $68,133,969 |