HORIZON INVESTMENTS LLC

CRD 109552File 801-57316

APPROVED

Retail clients

Filing as of Mar 16, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$8.47B

Top 10% of cohort (national)

Discretionary AUM

$8.29B

Non-discretionary $186.7M

Clients

1,467

1,467 accounts

Employees

Top 10% of cohort in NC

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: Feb 24, 2000
Principal office: 6210 ARDREY KELL ROAD, STE 300, CHARLOTTE, NC, 28277
Phone: 704-544-2399
Website: HTTPS://WWW.HORIZONINVESTMENTS.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $8.47B
Discretionary AUM: $8.29B
Non-discretionary AUM: $186.7M
Discretionary accounts: 1,466
Non-discretionary accounts: 1
Total accounts: 1,467
AUM per client: $5.8M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Investment companies	26	$7.71B
Other investment advisers	Fewer than 5	$186.7M
Pooled investment vehicles	2	$32.1M
Individuals (other than high net worth individuals)	1,438	$538.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Other advisory activities
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.