$28.9M Total AUM
$28.9M Disc. AUM
-- 3Y CAGR
1 Employees
38 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-23-2023
- Office Locations
- 1
Office Locations
-- Denver CO
About THE Horst Group, LLC
The Horst Group, LLC is a Denver-based RIA providing flat-fee financial guidance and planning (tax, estate, insurance, business succession) without AUM minimums. Portfolios emphasize asset allocation and risk management using ETFs and mutual funds, with fixed income and real estate where appropriate. Custodies primarily at Schwab and LPL; boutique, owner-led practice.
Team overview
41 AVG AGE
$28.9M AVG AUM / ADVISOR
$760.5K AVG AUM / CLIENT
3.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs 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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Platform
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Services
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Technology
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Owner & Executives
JONATHAN DENNIS HORST
Chief Compliance Officer, Chief Executive Officer
- CRD
- #5558494
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,900,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,900,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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