Horizon Investment Services, LLC.

Overview

Horizon Investment Services, LLC. is an SEC registered investment adviser based in Hammond, IN, registered since 2004. It reports $364M in assets under management across 568 accounts, with 14 employees. It has 7 investment adviser representatives.

Reported AUM

$364M

Discretionary

100%

Accounts

568

Average account

$641K

Employees

14

Advisory reps

7

Registered since

2004

Jurisdictions

18

As reported in the firm's May 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Other Advisory Services
• Portfolio Management for Businesses or Institutional Clients

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Other Investment Advisors

Fee structure

Fixed Fees and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 5

• Charles Brian Carlson Chief Executive Officer CRD 4380765
• Robert Thomas Evans President CRD 1398924
• Richard John Moroney Chief Investment Officer CRD 4380773

2 more executive officers, with direct contact details

Advisory reps 3 of 7

• Margaret Mary Blackman Investment Adviser Rep CRD 5197806
• Charles Brian Carlson Investment Adviser Rep CRD 4380765
• Shelby Lynn Cavanaugh Investment Adviser Rep CRD 6897548

4 more advisory reps, with emails, phones and branch locations

Location

Headquarters

7412 Calumet Ave
Hammond, IN 46324

County

Lake

Metro area

Chicago-Naperville-Elgin, IL-IN-WI

Region

Midwest

Registrations

• SEC registered
• Registered in 18 jurisdictions
• Website: horizoninvestment.com

Every state, with registration dates

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