Hornsby Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides fee-based, discretionary investment advisory services to individuals, trusts, estates and charitable organizations, managing roughly $9.26 million across about 80 separate accounts for 48 individual clients in its most recent filing. It offers custom portfolio management using a broad set of securities, including individual equities, ADRs, OTC issues, fixed income, mutual funds, ETFs, variable life and annuity products, and options.
The firm’s investment process emphasizes daily monitoring and applies a mix of tactical, technical, fundamental and cyclical analysis to inform allocation and risk/reward decisions. The adviser may implement both long- and short-term trades, actively trade focused equity positions, use various options strategies (including covered and uncovered positions), and employ cash or money-market holdings as hedges under discretionary authority and client guidelines.
Distinctive aspects noted in the brochure include a fee approach that is calculated by security type rather than a single flat AUM rate and the adviser’s status as a licensed insurance producer who may receive separate commissions for insurance product sales, which the firm discloses as a potential conflict of interest. The filing also discloses a non-investment outside business (a household-owned classic car rental LLC) and that the firm does not vote client proxies, leaving voting authority with clients.
Client services
Expertise
Fee options
$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
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.
Main office
Freeport FL
Advisors at this office
1
Most active in
Florida · Georgia
Also doing business as
Hornsby Asset Management LLC · Hornsby Asset Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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