Horizon Capital Management, Inc.

Overview

Horizon Capital Management, Inc. is a small, single-owner wealth advisory practice focused on portfolio management for individuals and small businesses. Registered with the SEC since 1985, the firm operates as a sole proprietorship and bills clients on a percentage-of-assets-under-management basis. Horizon’s public disclosures show a concentrated approach to portfolio construction: its reported assets sit entirely in public funds/mutual funds, with an allocation to third-party hedge fund managers listed as the firm’s alternative exposure. The adviser is not positioned as an ESG-focused manager and does not report multi-state advisory operations. Horizon’s client mix centers on individual and family relationships rather than institutional mandates. With modest aggregate assets and a small client roster, the firm appears to run discretionary, professionally managed accounts using packaged, liquid investment vehicles rather than bespoke direct holdings.

Assets & Accounts

Investments & Alternatives

Location & Offices