Kingston Horizon Advisors LLC

Overview

Kingston Horizon Advisors LLC is a small, privately owned Registered Investment Adviser operating as a limited liability company that focuses on financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting. The firm reports a clear preference for liquid, exchange-traded equities as the primary vehicle for client exposure and structures its fees as a mix of percentage-of-assets and fixed-fee engagements. Kingston Horizon Advisors LLC does not identify as an active ESG investor and is not positioned as a multi-state or newly formed adviser. Investment activity is concentrated and straightforward: the firm appears to deploy capital primarily into equity-oriented strategies, using separately managed account (SMA) infrastructure and custody at a major retail custodian. Its advisory scope—financial planning, portfolio management, and pension consulting—suggests client work that ranges from tactical portfolio implementation to ongoing retirement-plan advice for smaller plan sponsors.

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Location & Offices