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- Custodian
- Charles Schwab & Company · Interactive Brokers · Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-26-2025
- Office Locations
- 1
Office Locations
About Kingston Horizon Advisors LLC
Kingston Horizon Advisors is a New Jersey–based RIA providing financial planning, retirement planning, portfolio management, pension plan advisory, and institutional asset manager selection for individuals, businesses, and retirement plans. Led by Steven Bruce-Miller, CFA (25+ years in financial services), the firm emphasizes disciplined investment research and risk-managed portfolio construction and primarily uses ETFs. Custody through Charles Schwab and Interactive Brokers while remaining custodian-independent.
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Owner & Executives
STEVEN LLOYD BRUCE-MILLER
Chief Executive Officer
- CRD
- #6249007
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $102,592 | -- |
| Non-Discretionary | $0 | -- |
| Total | $102,592 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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