A complete list of active advisors currently associated with Hornsby Asset Management, LLC

Warmer can help you find a great advisor at Hornsby Asset Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Hornsby Asset Management, LLC, 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.