RIA Intel›Advisers›Massachusetts›JAMES HORTON, LLC

JAMES HORTON, LLC

Advisory

MA

Data as of Jan 20, 2026 · Source: SEC Form ADV

Rank in MA

#1,175

of 1,590 advisers by AUM

Average account

$287K

across 158 accounts

AUM per adviser

$45M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 20, 2026.

Total AUM

$45M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$45M

Discretionary AUM$45M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients66

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA, RI

Succession Risk

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

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

66 clients

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

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