A complete list of active advisors currently associated with Horizon Capital Management, Inc.
Warmer can help you find a great advisor at Horizon Capital Management, Inc. or one who fits your needs even better.
Horizon Capital Management works exclusively with individual clients, offering discretionary investment supervisory and portfolio management services with limited financial planning support provided on an hourly or fixed-fee basis. Account management is tailored to each client's risk profile and income needs, and clients may request cash raises, year‑end tax selling, or assistance selecting securities for charitable gifting. The firm primarily selects individual equities using fundamental metrics (P/E, projected earnings growth, free cash flow yield, dividend coverage) supplemented by technical factors, and emphasizes long-term holdings with low turnover while generally avoiding margin. It accepts discretionary trading authority for client accounts and maintains continuous account monitoring with quarterly written reports and on‑demand meetings. The firm is a small, founder‑run practice with a limited number of individual accounts and the sole owner functioning as the only employee who allocates roughly 10–15 hours per week to the business, a part‑time model that differs from many peers. Other notable practices include a formal personal‑trading protocol that prioritizes client orders ahead of the manager’s, allowance for client‑directed brokerage, and the principal’s recent background as a public company executive.
To learn more about the advisors currently working at Horizon Capital Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Richmond, VA
| 30
| |
Henrico, VA
| 2
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")