Horizon Investments LLC

Firm record

As recorded in SEC IAPD

Firm CRD

109552

SEC number

801-57316

Firm type

RIA

Assets under management

$8.5B as of Mar 16, 2026

Website

www.horizoninvestments.com ↗

Phone

704-544-2399

Address

6210 Ardrey Kell Road, Charlotte, NC, 28277

Advisors at this firm

28 in our index · page 1 of 1

• Scott Michael AlbrightCRD 4514266 · Charlotte, NC
  IA RegisteredRegistration inactive
• Eric AnthonyCRD 6521483 · Charlotte, NC
  IA Registered
• Carlos Edward BarbosaCRD 4489840 · Guilford, CT
  IA RegisteredBroker
• Matthew BondCRD 4277568 · Charlotte, NC
  IA RegisteredBroker
• John Henry BryantCRD 6532024 · Charlotte, NC
  IA RegisteredBroker
• Jason CircelliCRD 6981502 · Charlotte, NC
  IA RegisteredBroker
• Scott Charles FerretteCRD 5584620 · San Francisco, CA
  IA RegisteredBroker
• Austin Michael FitchCRD 5972590 · Charlotte, NC
  IA RegisteredBroker
• Casey R Robert HazenCRD 6343355 · Charlotte, NC
  IA RegisteredBroker
• Emmett HoulihanCRD 8172657 · Charlotte, NC
  IA RegisteredBroker
• Benjamin Edward JohnsonCRD 5639045 · Charlotte, NC
  IA Registered
• Alket KociajCRD 8056825 · Charlotte, NC
  IA RegisteredBroker
• Scott Evan LadnerCRD 3247453 · Charlotte, NC
  IA Registered
• Danielle LearnedCRD 5885098 · Charlotte, NC
  IA RegisteredBroker
• Thomas K LyonsCRD 6806224 · Charlotte, NC
  IA RegisteredBroker
• Bradford Peter MurphyCRD 4692827 · Charlotte, NC
  IA RegisteredBroker
• Adam Richard MattsonCRD 5885144 · Charlotte, NC
  IA RegisteredBroker
• Jacob Pierce MorganCRD 8114969 · Charlotte, NC
  IA RegisteredBroker
• Sean O'brienCRD 8018379 · Charlotte, NC
  IA RegisteredBroker
• John Marc PiferCRD 4275797 · Charlotte, NC
  IA RegisteredBroker
  Disclosure event(s) on record
• Katelyn Danielle PriceCRD 8142218 · Charlotte, NC
  IA RegisteredBroker
• Shawn Eric RumseyCRD 6514356 · Charlotte, NC
  IA RegisteredBroker
• Robert Paul ShanahanCRD 2822633 · Charlotte, NC
  IA RegisteredBroker
• Jeffrey M StirlingCRD 6057922 · Charlotte, NC
  IA RegisteredBroker
• Jacob Lee SilversteinCRD 7595741 · Charlotte, NC
  IA RegisteredBroker
• Jason Cole StorjohannCRD 2896482 · Charlotte, NC
  IA RegisteredBroker
• Matthew Benjamin TerryCRD 4686572 · Charlotte, NC
  IA RegisteredBroker
• James N WolfeCRD 5090609 · Charlotte, NC
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.