James Horton, LLC

Overview

James Horton, LLC is a small, owner-run wealth advisory firm that focuses on portfolio management for individual and family clients and small businesses. The firm charges a percentage-of-AUM fee and runs entirely discretionary mandates, which allows portfolio managers to implement tactical and strategic changes without seeking trade-by-trade client approval. Investment activity is heavily equity-oriented: the adviser shows a clear preference for exchange-traded equities as the primary risk exposure and uses other liquid instruments to complement equity allocations. The adviser operates as a limited liability company with an individual-owner structure; James Horton is the named principal. The firm is not positioned as a multiservice national RIA — it is neither a multistate adviser nor an active ESG investor — and its business model centers on customized equity portfolios delivered through separately managed accounts and pooled vehicles where appropriate.

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Location & Offices