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HORIZON INVESTMENT SERVICES, LLC.
CRD 110642File 801-63047
APPROVED
Retail clients
Custody
Filing as of May 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$363.8M
Below cohort median (national)
Discretionary AUM
$363.8M
Clients
334
568 accounts
Employees
14
Below cohort median in IN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 8, 2004
- Principal office
- 7412 CALUMET AVE, HAMMOND, IN, 46324-2692
- Phone
- 219-852-3215
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $363.8M
- Discretionary AUM
- $363.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 568
- Non-discretionary accounts
- 0
- Total accounts
- 568
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $28.6M |
| Other investment advisers | 10 | $3.8M |
| High net worth individuals | 67 | $206.4M |
| Individuals (other than high net worth individuals) | 251 | $125.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This 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.