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Blue Horizon Investments LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 4 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Blue Horizon Investments LLC is a registered investment adviser that offers discretionary investment management, retirement-account advice, and financial planning to individuals, high‑net‑worth clients, trusts, estates and businesses. The firm constructs portfolios using ETFs and low‑cost mutual funds and may include individual stocks and bonds as appropriate, while providing ongoing monitoring and client communication.
The firm combines fundamental and technical analysis and generally pursues a long‑term oriented strategy while permitting shorter‑term trades for rebalancing or cash needs. It also provides financial planning and consulting and, unusually for managers in its category, offers planning engagements on an hourly or fixed‑fee basis in addition to asset‑based advisory services.
Blue Horizon’s ownership is closely affiliated with a tax and accounting practice and related payroll and insurance businesses, and it operates an affiliated insurance agency that can earn commission income from insurance implementations—relationships that may lead to cross‑referrals and represent potential conflicts of interest. The firm is newly formed with no reported assets under management at the time of filing and participates on an institutional custody platform, suggesting it is building its advisory business alongside its accounting and payroll affiliates.
Client services
Financial planning
Portfolio management
Expertise
Retirement income strategy
Cash flow / budgeting
Wealth management
Occupation focus
Founder/Business Owner
Fee options
Fixed fees based on expected hours at $250/hour for financial planning services.
$0 - $250,000: 1.50% $250,001 - $2,000,000: 1.25% $2,000,001 - $5,000,000: 1.00% Over $5,000,000+: 0.90%
$250 per hour for financial planning services.
Account minimum: Blue Horizon generally does not impose a minimum relationship size. Fee-only: Investment advisory fees based on assets under management; financial planning fees charged hourly or fixed fee.
Main office location
Blue Horizon Investments LLC
1001 S Harrison Street
Amarillo TX 79101, United States
Number of offices
1
Most active in
Blue Horizon Investments LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
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.
-
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.
Forms ADV
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