RIA Intel›Advisers›Virginia›HORIZON CAPITAL MANAGEMENT, INC.

HORIZON CAPITAL MANAGEMENT, INC.

Advisory

VA

Data as of Jan 21, 2026 · Source: SEC Form ADV

Average account

$704K

across 41 accounts

AUM per adviser

$14M

2 advisers

Source: SEC Form ADV. Figures as filed Jan 21, 2026.

Total AUM

$29M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$29M

Discretionary AUM$29M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients21

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InVA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

21 clients

13 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in VA

Closest by assets under management. All figures from Form ADV.

BERNO GAMBAL & BARBEE INC

$29M

BLUESAIL ADVISORS LLC

$29M

LIFELAIDOUT LLC

$29M

HISTOR INVESTING, LLC

WILLIAMSBURG, VA

$29M

OLD DOMINION FINANCIAL ADVISORS, LTD.

$28M

TYTON WEALTH MANAGEMENT LLC

$28M

Get the full picture on HORIZON CAPITAL MANAGEMENT, INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track HORIZON CAPITAL MANAGEMENT, INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans