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| Happy Holidays!! thanks for using AUM13F!! |
| Horizon Capital Management LLC
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|---|---|
| CRD # | 132113 |
| SEC # | 801-133716 |
| CIK # | |
| AUM | $116.0 M (2025-05-21) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 847-738-0801 |
| Address | One Westminster Place Lake Forest, IL 60045 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4 | 0.5 |
| (b) Individuals (high net worth individuals) | 37 | 110.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 1.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 3.5 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 43 | 116.0 |
| By Discretionary | ||
| Discretionary | 43 | 116.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 43 | 116.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 116.0 | |
| Total | 43 | 116.0 |
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|---|---|---|
|
Titletown Wealth Management LLC
✚
|
WI | 0.1 |
|
Rheeco Inc
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|
MA | 0.1 |
|
Wealth Management Solutions LLC
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0.1 | |
|
Sankala Group LLC
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|
0.1 | |
|
David James Financial
✚
|
IA | 0.1 |
|
Harbor Hills Inc
✚
|
CA | 0.1 |
|
Chipser Wealth Management LLC
✚
|
FL | 0.1 |
|
Millenia Financial Partners LLC
✚
|
0.1 | |
|
Spark Financial Advisors LLC
✚
|
VA | 0.1 |
|
Legacy Financial Advisors LLC
✚
|
0.1 |