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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 08-27-2000
- Office Locations
- 1
Office Locations
About James Horton, LLC
James Horton, LLC is a Rehoboth-based RIA. The firm has been operating for 26 years. Managing $45.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 66 clients, or 66 clients per representative. That equates to $686.2K in reported AUM per client.
The profile lists 1 reported office location and 26 years in operation. The source data was last updated on January 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
JAMES KENNETH HORTON
Managing Member
- CRD
- #2050151
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,292,161 | -- |
| Non-Discretionary | $0 | -- |
| Total | $45,292,161 | -- |
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Separately Managed Accounts
SMA allocation detail is available
James Horton, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.