A complete list of active advisors currently associated with James Horton, LLC

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

James Horton, LLC provides discretionary investment supervisory services and individual portfolio management to individuals (including high-net-worth clients), pension and profit-sharing plans, and small businesses. As a state-registered, single-advisor firm, it manages approximately $45.3 million for about 66 clients and gathers client-specific information—objectives, time horizon, risk tolerance, and family circumstances—during its onboarding process. The firm employs a mix of analytic methods, including fundamental analysis, technical analysis and charting, and uses strategies ranging from long-term buy-and-hold to short-term trading. Accounts are continually monitored and reviewed at least quarterly, and the adviser may use a broad universe of securities, including leveraged and inverse funds, when deemed appropriate. Noteworthy features relative to many peers include the advisor’s separate, licensed activity as an insurance agent who offers life, disability, long-term care products, annuities and health insurance, and the explicit use of leveraged and inverse funds alongside active trading—both of which can create additional considerations for clients. The firm also asks clients to direct custody (commonly recommending Schwab Institutional), does not vote proxies on behalf of clients, and discloses the potential to receive incentive awards for recommending certain insurance products.

To learn more about the advisors currently working at James Horton, 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.