# HORIZON INVESTMENTS LLC

HORIZON INVESTMENTS LLC of CHARLOTTE, NC is an SEC-registered investment adviser.

## Registration

- CRD: 109552
- Type: SEC-registered investment adviser
- SEC file number: 801-57316
- Location: 6210 ARDREY KELL ROAD, STE 300, CHARLOTTE, NC, 28277
- Phone: 704-544-2399
- Latest filing: 2026-03-16
- Regulatory AUM: $8.5B
- Discretionary AUM: $8.3B
- Non-discretionary AUM: $186.7M
- Clients: 76
- Accounts: 1,467

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth, Investment cos, Other

## Officers, owners & control persons (24)

| Name | Role | Location |
| --- | --- | --- |
| Stephen Andrew Terry | CHIEF FINANCIAL OFFICER | — |
| Scott Evan Ladner | CHIEF INVESTMENT OFFICER | — |
| Matthew Scott Chambers | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | — |
| John Noel Drahzal | PRESIDENT AND CEO; MANAGER | — |
| Danielle Learned | CHIEF OF STAFF | — |
| Calvin G Deboer | COO / CTO | — |
| JOHNSON GENE ALAN | MANAGING MEMBER | — |
| CANNON ROBERT JOSEPH | CEO, ELECTED MANAGER; MANAGING MEMBER/CCO; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER (+4 more) | — |
| BLOCKER KEVIN WAYNE | MEMBER; PORTFOLIO MANAGER, MEMBER; SENIOR QUANTITATIVE STRATEGIST | — |
| ROLLINS EDDIE THOMAS | MANAGING DIRECTOR; MEMBER; SENIOR MANAGING DIRECTOR, MEMBER (+2 more) | — |
| JOHNSON FRANCIS EDWARD | DIRECTOR OF OPERATIONS / CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR, OPERATIONS AND FINANCE | — |
| COOK HENRY W | GENERAL COUNSEL; GENERAL COUNSEL (6/2006); GENERAL COUNSEL (6/2006) AND CHIEF COMPLIANCE OFFICER (3/2007) | — |
| DRAHZAL JOHN NOEL | HEAD OF DISTRIBUTION; PRESIDENT; PRESIDENT AND CEO; MANAGER | — |
| ROACH MARK JOSEPH | CHIEF ECONOMIST | — |
| SABA RONALD BYRON | HEAD OF INVESTMENT COMMITTEE; SENIOR MANAGING DIRECTOR OF INVESTMENT MANAGEMENT | — |
| CHAMBERS SCOTT | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | — |
| CANNON ROBERT J | MANAGING MEMBER; MANAGING MEMBER/CCO | — |
| BARTHOLOMEW JOSHUA SAMUEL | MANAGING DIRECTOR, MEMBER; MANAGING DIRECTOR, RIA SALES; MEMBER (+1 more) | — |
| HEADY GARY JAMES | MANAGING MEMBER | — |
| LADNER SCOTT EVAN | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER, MEMBER; HEAD OF INVESTMENTS, MEMBER (+3 more) | — |
| SMITH GREGORY EARL | SENIOR MANAGING DIRECTOR OF OPERATIONS | — |
| terry stephen andrew | CHIEF FINANCIAL OFFICER | — |
| Learned Danielle | CHIEF OF STAFF | — |
| DEBOER CALVIN G | COO / CTO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109552/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109552/similar
- Related entities: https://search.stillhousedata.com/firm/109552/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109552

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.