Horizon Capital Managment Inc (Lafayette)

Horizon Capital Managment Inc is a large advisory firm based in Lafayette. It manages $117.39 million of regulatory assets for 549 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Louisiana and Texas.

Horizon Capital Managment provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Horizon Capital Managment: assets under management

The assets under management (AUM) of Horizon Capital Managment Inc is $117.39 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 6% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $117.39 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $213.82 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Horizon Capital Managment Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Horizon Capital Managment Inc

Dexter Phillip Lyons has been acting as President since 1 Dec 1990. Deirdre Barrient Lyons joined the executive team most recently as the Treasurer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Mark Alan Thomas	Secretary	1 Aug 1985	50% - 75%	1513398
Dexter Phillip Lyons	President	1 Dec 1990	50% - 75%	2121022
Martha Quinn Thomas	Vice-president/compliance/legal officer	1 Jan 1998	Other	4369561
Deirdre Barrient Lyons	Treasurer	1 Jan 2001	Other	4377328

Based in Lafayette

The principal office where Horizon Capital Managment Inc performs its advisory services is located at 141 Ridgeway Dr, Lafayette, LA 70503, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.