HORIZON INVESTMENTS LLC
CRD #109552 SEC #801-57316 CHARLOTTE, NC 704-544-2399
SEC Registered
Total AUM
$5.4B
Discretionary
$5.1B
Employees
74
Clients
--
Accounts
1,481
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $5.4B | $5.1B | $277.1M | 74 | 10 |
| Apr 2024 | $4.5B | $4.2B | $235.5M | 74 | 10 |
| Mar 2024 | $4.5B | $4.2B | $235.5M | 74 | 10 |
| Mar 2023 | $3.8B | $3.6B | $220.3M | 72 | 10 |
| Mar 2022 | $4B | $3.7B | $338.2M | 70 | 10 |
| Nov 2021 | $3.4B | $3B | $405.7M | 65 | 10 |
| Mar 2021 | $3.4B | $3B | $405.7M | 65 | 10 |
| Dec 2020 | $3.4B | $3B | $406.2M | 59 | 10 |
| Nov 2020 | $3.4B | $3B | $406.2M | 59 | 10 |
| Jun 2020 | $3.4B | $3B | $406.2M | 59 | 10 |
| May 2020 | $3.4B | $3B | $406.2M | 59 | 10 |
| Mar 2020 | $3.4B | $3B | $406.2M | 59 | 10 |
| Mar 2019 | $3.7B | $3.3B | $371.6M | 60 | 11 |
| Mar 2019 | $3.7B | $3.3B | $371.6M | 60 | 11 |
| Aug 2018 | $3.2B | $2.8B | $415.6M | 50 | 9 |
| Apr 2018 | $3.2B | $2.8B | $415.6M | 50 | 9 |
| Apr 2018 | $3.2B | $2.8B | $415.6M | 50 | 9 |
| Mar 2018 | $3.2B | $2.8B | $415.6M | 50 | 9 |
| Apr 2017 | $2.9B | $2.6B | $340.7M | 44 | 6,800 |
| Mar 2017 | $3B | $2.6B | $449.3M | 44 | 6,800 |
| Nov 2016 | $3.3B | $2.9B | $425.2M | 44 | 19,000 |
| Jul 2016 | $3.3B | $2.9B | $425.2M | 44 | 19,000 |
| Mar 2016 | $3.3B | $2.9B | $425.2M | 44 | 19,000 |
| Dec 2015 | $2.2B | $1.7B | $433.3M | 35 | 12,100 |
| Aug 2015 | $2.2B | $1.7B | $433.3M | 35 | 12,100 |
| Mar 2015 | $2.2B | $1.7B | $433.3M | 35 | 12,100 |
| Feb 2015 | $1.5B | $1.2B | $340.2M | 29 | 12,100 |
| Apr 2014 | $1.5B | $1.2B | $340.2M | 29 | 12,100 |
| Mar 2014 | $1.5B | $1.2B | $340.2M | 29 | 12,100 |
| Oct 2013 | $3.4B | $689.5M | $2.7B | 26 | 8,300 |
| Sep 2013 | $3.4B | $689.5M | $2.7B | 26 | 8,300 |
| Aug 2013 | $3.4B | $689.5M | $2.7B | 26 | 8,300 |
| May 2013 | $3.4B | $689.5M | $2.7B | 26 | 8,300 |
| Apr 2013 | $3.4B | $689.5M | $2.7B | 26 | 8,300 |
| Mar 2013 | $3.4B | $689.5M | $2.7B | 26 | 8,300 |
| Nov 2012 | $3.7B | $472.7M | $3.2B | 24 | 6,300 |
| Apr 2012 | $3.7B | $472.7M | $3.2B | 11 | 6,300 |
| Mar 2012 | $3.7B | $472.7M | $3.2B | 11 | 6,300 |
| Aug 2011 | $3.3B | $3.2B | $41.4M | -- | -- |
| Jun 2011 | $3.3B | $3.2B | $41.4M | -- | -- |
| Apr 2011 | $3.3B | $3.2B | $41.4M | -- | -- |
| Mar 2011 | $3.3B | $3.2B | $41.4M | -- | -- |
| Sep 2010 | $1.6B | $1.5B | $34.2M | -- | -- |
| Aug 2010 | $1.6B | $1.5B | $34.2M | -- | -- |
| Aug 2010 | $1.6B | $1.5B | $34.2M | -- | -- |
| Oct 2009 | $251.8M | $244.1M | $7.6M | -- | -- |
| Oct 2009 | $251.8M | $244.1M | $7.6M | -- | -- |
| Mar 2008 | $171M | $161.2M | $9.8M | 10 | -- |
| Oct 2007 | $152.3M | $141.7M | $10.6M | 10 | -- |
| Mar 2007 | $133.9M | $131.4M | $2.5M | 10 | -- |
| Mar 2006 | $101.7M | $99.1M | $2.7M | 10 | -- |
| Nov 2005 | $80M | $73.5M | $6.5M | 10 | -- |
| Oct 2005 | $80M | $73.5M | $6.5M | 10 | -- |
| Sep 2005 | $80M | $73.5M | $6.5M | 10 | -- |
| Sep 2005 | $80M | $73.5M | $6.5M | 10 | -- |
| Apr 2002 | $30M | $30M | $0 | 5 | -- |
| Oct 2001 | $35M | $35M | $0 | 5 | -- |
DateMar 2025
Total AUM$5.4B
Discretionary$5.1B
Non-Disc.$277.1M
Employees74
Clients10
DateApr 2024
Total AUM$4.5B
Discretionary$4.2B
Non-Disc.$235.5M
Employees74
Clients10
DateMar 2024
Total AUM$4.5B
Discretionary$4.2B
Non-Disc.$235.5M
Employees74
Clients10
DateMar 2023
Total AUM$3.8B
Discretionary$3.6B
Non-Disc.$220.3M
Employees72
Clients10
DateMar 2022
Total AUM$4B
Discretionary$3.7B
Non-Disc.$338.2M
Employees70
Clients10
DateNov 2021
Total AUM$3.4B
Discretionary$3B
Non-Disc.$405.7M
Employees65
Clients10
DateMar 2021
Total AUM$3.4B
Discretionary$3B
Non-Disc.$405.7M
Employees65
Clients10
DateDec 2020
Total AUM$3.4B
Discretionary$3B
Non-Disc.$406.2M
Employees59
Clients10
DateNov 2020
Total AUM$3.4B
Discretionary$3B
Non-Disc.$406.2M
Employees59
Clients10
DateJun 2020
Total AUM$3.4B
Discretionary$3B
Non-Disc.$406.2M
Employees59
Clients10
DateMay 2020
Total AUM$3.4B
Discretionary$3B
Non-Disc.$406.2M
Employees59
Clients10
DateMar 2020
Total AUM$3.4B
Discretionary$3B
Non-Disc.$406.2M
Employees59
Clients10
DateMar 2019
Total AUM$3.7B
Discretionary$3.3B
Non-Disc.$371.6M
Employees60
Clients11
DateMar 2019
Total AUM$3.7B
Discretionary$3.3B
Non-Disc.$371.6M
Employees60
Clients11
DateAug 2018
Total AUM$3.2B
Discretionary$2.8B
Non-Disc.$415.6M
Employees50
Clients9
DateApr 2018
Total AUM$3.2B
Discretionary$2.8B
Non-Disc.$415.6M
Employees50
Clients9
DateApr 2018
Total AUM$3.2B
Discretionary$2.8B
Non-Disc.$415.6M
Employees50
Clients9
DateMar 2018
Total AUM$3.2B
Discretionary$2.8B
Non-Disc.$415.6M
Employees50
Clients9
DateApr 2017
Total AUM$2.9B
Discretionary$2.6B
Non-Disc.$340.7M
Employees44
Clients6,800
DateMar 2017
Total AUM$3B
Discretionary$2.6B
Non-Disc.$449.3M
Employees44
Clients6,800
DateNov 2016
Total AUM$3.3B
Discretionary$2.9B
Non-Disc.$425.2M
Employees44
Clients19,000
DateJul 2016
Total AUM$3.3B
Discretionary$2.9B
Non-Disc.$425.2M
Employees44
Clients19,000
DateMar 2016
Total AUM$3.3B
Discretionary$2.9B
Non-Disc.$425.2M
Employees44
Clients19,000
DateDec 2015
Total AUM$2.2B
Discretionary$1.7B
Non-Disc.$433.3M
Employees35
Clients12,100
DateAug 2015
Total AUM$2.2B
Discretionary$1.7B
Non-Disc.$433.3M
Employees35
Clients12,100
DateMar 2015
Total AUM$2.2B
Discretionary$1.7B
Non-Disc.$433.3M
Employees35
Clients12,100
DateFeb 2015
Total AUM$1.5B
Discretionary$1.2B
Non-Disc.$340.2M
Employees29
Clients12,100
DateApr 2014
Total AUM$1.5B
Discretionary$1.2B
Non-Disc.$340.2M
Employees29
Clients12,100
DateMar 2014
Total AUM$1.5B
Discretionary$1.2B
Non-Disc.$340.2M
Employees29
Clients12,100
DateOct 2013
Total AUM$3.4B
Discretionary$689.5M
Non-Disc.$2.7B
Employees26
Clients8,300
DateSep 2013
Total AUM$3.4B
Discretionary$689.5M
Non-Disc.$2.7B
Employees26
Clients8,300
DateAug 2013
Total AUM$3.4B
Discretionary$689.5M
Non-Disc.$2.7B
Employees26
Clients8,300
DateMay 2013
Total AUM$3.4B
Discretionary$689.5M
Non-Disc.$2.7B
Employees26
Clients8,300
DateApr 2013
Total AUM$3.4B
Discretionary$689.5M
Non-Disc.$2.7B
Employees26
Clients8,300
DateMar 2013
Total AUM$3.4B
Discretionary$689.5M
Non-Disc.$2.7B
Employees26
Clients8,300
DateNov 2012
Total AUM$3.7B
Discretionary$472.7M
Non-Disc.$3.2B
Employees24
Clients6,300
DateApr 2012
Total AUM$3.7B
Discretionary$472.7M
Non-Disc.$3.2B
Employees11
Clients6,300
DateMar 2012
Total AUM$3.7B
Discretionary$472.7M
Non-Disc.$3.2B
Employees11
Clients6,300
DateAug 2011
Total AUM$3.3B
Discretionary$3.2B
Non-Disc.$41.4M
Employees--
Clients--
DateJun 2011
Total AUM$3.3B
Discretionary$3.2B
Non-Disc.$41.4M
Employees--
Clients--
DateApr 2011
Total AUM$3.3B
Discretionary$3.2B
Non-Disc.$41.4M
Employees--
Clients--
DateMar 2011
Total AUM$3.3B
Discretionary$3.2B
Non-Disc.$41.4M
Employees--
Clients--
DateSep 2010
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$34.2M
Employees--
Clients--
DateAug 2010
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$34.2M
Employees--
Clients--
DateAug 2010
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$34.2M
Employees--
Clients--
DateOct 2009
Total AUM$251.8M
Discretionary$244.1M
Non-Disc.$7.6M
Employees--
Clients--
DateOct 2009
Total AUM$251.8M
Discretionary$244.1M
Non-Disc.$7.6M
Employees--
Clients--
DateMar 2008
Total AUM$171M
Discretionary$161.2M
Non-Disc.$9.8M
Employees10
Clients--
DateOct 2007
Total AUM$152.3M
Discretionary$141.7M
Non-Disc.$10.6M
Employees10
Clients--
DateMar 2007
Total AUM$133.9M
Discretionary$131.4M
Non-Disc.$2.5M
Employees10
Clients--
DateMar 2006
Total AUM$101.7M
Discretionary$99.1M
Non-Disc.$2.7M
Employees10
Clients--
DateNov 2005
Total AUM$80M
Discretionary$73.5M
Non-Disc.$6.5M
Employees10
Clients--
DateOct 2005
Total AUM$80M
Discretionary$73.5M
Non-Disc.$6.5M
Employees10
Clients--
DateSep 2005
Total AUM$80M
Discretionary$73.5M
Non-Disc.$6.5M
Employees10
Clients--
DateSep 2005
Total AUM$80M
Discretionary$73.5M
Non-Disc.$6.5M
Employees10
Clients--
DateApr 2002
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees5
Clients--
DateOct 2001
Total AUM$35M
Discretionary$35M
Non-Disc.$0
Employees5
Clients--