$45.3M Total AUM
$45.3M Disc. AUM
-- 3Y CAGR
1 Employees
66 ADV. Clients
25 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-27-2000
- Office Locations
- 1
Office Locations
-- Rehoboth MA
About James Horton, LLC
James Horton, LLC is a Rehoboth-based RIA. The firm has been operating for 25 years. Managing $45.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$45.3M AVG AUM / ADVISOR
$686.2K AVG AUM / CLIENT
25.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
25yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
JAMES KENNETH HORTON
Managing Member
- CRD
- #2050151
- Ownership
- 75% or more
Available
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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