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Murray Edward Hornsby

Advisor at Hornsby Asset Management, LLC — Freeport, FL

Updated today

Credentials

Series 63, Series 66

Experience

13 years

Location

Freeport, FL

Hornsby Asset Management, LLC

Independent

Total advisors

1

Clients per advisor

42 High

Avg AUM per client

$191,667 Low

HNW client ratio

0% Low

About

Murray Hornsby is the sole advisor at Hornsby Asset Management, LLC, an independent firm based in Freeport, Florida. He holds Series 63 and Series 66 licenses and has 12 years of industry experience. Outside of his advisory work, he co-owns a classic car rental business with his wife, which operates through a national platform. Hornsby Asset Management provides fee-based, discretionary investment advisory services to individuals, trusts, estates, and charitable organizations. The firm manages approximately $9.26 million across about 80 accounts, employing a custom portfolio management approach that integrates tactical, technical, fundamental, and cyclical analysis with both long- and short-term trading strategies.

Client services

Based on Hornsby Asset Management, LLC

Portfolio management

Expertise

Based on Hornsby Asset Management, LLC

Active portfolio management

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Fee options

Percentage

$0+: 1.50% annually for mutual funds, listed and over the counter equities, exchange traded funds, and fixed income securities $0+: 1.75% annually for accounts that buy or sell options $0+: 1.16% annually for variable annuities or variable life insurance acquired prior to commencement of advisory services or researched and acquired by Advisor for client accounts

Other

Account minimum: $50,000 minimum (may accept lower at Advisor's discretion) Fee-only: Annual management fee payable quarterly in advance based on portfolio asset value, calculated according to security type allocation percentages.

Location

Freeport, FL

Freeport FL

Advisors at this office

1

Most active in

Florida · Georgia

Work history

13 years of industry experience

Hornsby Asset Management, LLC

2018 - Present • 8 years

Freeport, FL

Hornsby Asset Management, LLC

2014 - 2018 • 4 years

Santa Rosa Beach, FL

Allstate Financial Advisors, LLC

2013 - 2014 • 1 year

Santa Rosa Beach, FL

Commonwealth Financial Network

2002 - 2002 • 1 year

Destin, FL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Charles B

Series 63, Series 65

Santa Rosa Beach, FL

Bay Hill Capital Management USA, LLC

Charles Burns is a financial advisor at Bay Hill Capital Management USA, LLC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Triad Advisors, Inc. and Berkeley Capital Partners, LLC prior to joining Bay Hill Capital Management in 2017. Bay Hill Capital Management USA, LLC provides financial planning and discretionary asset management to individuals, high-net-worth clients, and charitable organizations. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to guide investment decisions, offering strategies ranging from long-term holdings to active trading, including options and futures.

General tax planning Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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Sidney D

Series 65

Santa Rosa Beach, FL

Fortunato Asset Management

Sidney Davis is a financial advisor at Fortunato Asset Management with 11 years of industry experience. He holds a Series 65 designation and has served as publisher and CEO of Consumer Electronics Advisory Group Inc., an online consumer product review business he owns. Fortunato Asset Management provides discretionary investment management and ongoing account supervision to individuals, families, trusts, non-profits, foundations, pension plans, and corporate clients. The firm employs two proprietary equity strategies based on fundamental research and manages portfolios on a discretionary basis without leverage.

Wealth management Active portfolio management
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Joshua V

Series 63, Series 65, Series 66

Santa Rosa Beach, FL

Houndstooth Investment Management

Joshua Van Cuyk is the sole advisor at Houndstooth Investment Management in Santa Rosa Beach, FL, holding Series 63, 65, and 66 licenses with three years of industry experience. Prior to founding Houndstooth, he held roles at Northwestern Mutual, Vineyard Vines, and other firms. Outside of financial advising, he serves as an assistant hockey coach at Father Ryan High School. Houndstooth Investment Management provides portfolio management and fiduciary retirement advice primarily to individual and high-net-worth clients. The firm employs a variety of analytical methods and trading strategies, including options and margin transactions, and prepares individualized Investment Policy Statements for each client.

Options & derivatives strategies Active portfolio management
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George L

CFP®, Series 65

Santa Rosa Beach, FL

Livingston Financial Planning, Inc.

George Livingston III is a CFP® with 23 years of industry experience and has been with Livingston Financial Planning, Inc. since 2002. He holds a Series 65 license and manages a timberland and farmland business in Decatur County, Georgia, which is unrelated to his advisory work. Livingston Financial Planning serves individual investors, trusts, estates, charitable organizations, and small businesses, offering fee-only financial planning and investment management. The firm employs a long-term, buy-and-hold investment approach focused on diversified, low-cost index funds, ETFs, and investment-grade bonds, operating primarily on a non-discretionary basis.

General retirement planning General tax planning Cash flow / budgeting Passive / index investing Real estate investing Founder/Business Owner
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William B

Series 63, Series 65

Santa Rosa Beach, FL

Meddent Solutions

William Bryant is a financial advisor at MedDent Solutions with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Northwestern Mutual and Tensaw Legacy Wealth. Outside of advising, he is involved in small business coaching through High Speed Consulting and serves as a general partner in investment vehicles affiliated with JAM Capital and Brynes Capital. Meddent Solutions serves primarily high-net-worth individuals, as well as trusts, estates, businesses, and retirement plans. The firm provides discretionary wealth management, comprehensive financial planning, and retirement-plan advisory services with a focus on long-term portfolio construction using a variety of investment strategies and vehicles.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired
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Michael S

CFP®, Series 63, Series 66

Santa Rosa Beach, FL

Alpine Private Wealth

Michael Stanton is a CFP® with 25 years of experience in the financial industry. He is currently a managing director at Alpine Private Wealth, where he has worked since 2017. His prior experience includes roles at J.P. Morgan Securities, Merrill, Banc of America Investment Services, and Fidelity. Alpine Private Wealth provides investment advisory and financial planning services to private wealth clients, including individuals, charitable organizations, and pension plans. The firm uses a sub-adviser model for portfolio management and offers discretionary and non-discretionary services, with a focus on tailored investment recommendations and comprehensive wealth management support.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Established Professionals
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