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HORIZON INVESTMENTS LLC

CHARLOTTE, NC · CRD 109552 · IAPD ↗ · horizoninvestments.com · 704-544-2399

$8.47BRegulatory AUM
23Advisory reps
76Employees
10Clients
n/aPlanning clients
0Private funds
53States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

71
April 2026 — HORIZON INVESTMENTS LLC reported RAUM up 58% ($5.36B -> $8.47B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.