Advisor at Hornsby Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Hornsby Asset Management, LLC
Location
Freeport, FL
Credentials
Series 63, Series 66
Industry experience
13 years
Murray Hornsby is the sole advisor at Hornsby Asset Management, LLC, an independent firm based in Freeport, Florida. He holds Series 63 and Series 66 licenses and has 12 years of industry experience. Outside of his advisory work, he co-owns a classic car rental business with his wife, which operates through a national platform. Hornsby Asset Management provides fee-based, discretionary investment advisory services to individuals, trusts, estates, and charitable organizations. The firm manages approximately $9.26 million across about 80 accounts, employing a custom portfolio management approach that integrates tactical, technical, fundamental, and cyclical analysis with both long- and short-term trading strategies.
$0+: 1.50% annually for mutual funds, listed and over the counter equities, exchange traded funds, and fixed income securities $0+: 1.75% annually for accounts that buy or sell options $0+: 1.16% annually for variable annuities or variable life insurance acquired prior to commencement of advisory services or researched and acquired by Advisor for client accounts
Account minimum: $50,000 minimum (may accept lower at Advisor's discretion) Fee-only: Annual management fee payable quarterly in advance based on portfolio asset value, calculated according to security type allocation percentages.
Freeport, FL
Florida · Georgia
Hornsby Asset Management, LLC
2018 - Present (8 years)
Hornsby Asset Management, LLC
2014 - 2018 (4 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
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Series 63, Series 65, Series 66
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CFP®, Series 65
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Livingston Financial Planning, Inc.
CFP®, Series 63, Series 66
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Alpine Private Wealth
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