Horicon Wealth Management

Horicon Wealth Management is a multi-family office RIA using an endowment-style investment approach for high-net-worth families. Fee-only fiduciary model.

Horicon Wealth Management

Horicon Wealth Management is a registered investment advisor (RIA) that functions as a multi-family office, providing wealth management services primarily to high-net-worth families and individuals. The firm operates on a fee-only basis, avoiding commissions or revenue sharing that could create conflicts of interest. Its client base consists largely of families who have accumulated wealth through entrepreneurial ventures or corporate careers. The firm's investment strategy follows an endowment-style approach, allocating capital across traditional asset classes like public equities and fixed income, alongside alternatives such as private real estate and hedge funds. Horicon emphasizes direct equity holdings rather than mutual funds or ETFs, seeking to minimize costs and maximize after-tax returns. Portfolio construction focuses on long-term compounding rather than market timing, with regular rebalancing to maintain target allocations. While specific team size and AUM are not publicly disclosed, the firm employs a team of advisors and support staff across its operational footprint. Horicon maintains a separation between its investment advisory function and client financial planning, allowing specialized focus in each area. The firm has been operational for over a decade, with its structure reflecting the multi-family office model common among boutique RIAs. The firm's structural differentiator is its fee-only fiduciary model combined with an endowment-style approach typically found at larger institutional investors. Horicon avoids proprietary products or affiliated asset managers, ensuring that recommendations are driven solely by client interests. This architecture positions it among firms that prioritize transparency and conflict-free advice over asset gathering.

linkedin.com/company/horicon-wealth-mgmt

General information

Firm type

Multi Family Office

Year founded

—

AUM

Undisclosed

Location

Region

—

Country

—

City

—

Corporate office

—

How does Horicon Wealth Management's fee structure work?

Horicon operates on a fee-only basis, charging clients a percentage of assets under management rather than commissions or transaction fees. This structure aligns the firm's incentives with client outcomes, avoiding conflicts common in commission-based models. Fees are typically tiered downward as account size increases, with specific rates negotiated individually.

What investment philosophy does Horicon follow?

Horicon adopts an endowment-style investment approach, allocating across public equities, fixed income, and alternatives like private real estate and hedge funds. The firm favors direct equity holdings over mutual funds or ETFs to reduce costs and control tax implications. Rebalancing is performed regularly to maintain target allocations, with a focus on long-term compounding rather than short-term market timing.

Is Horicon a single-family office or a multi-family office?

Horicon operates as a multi-family office and registered investment advisor (RIA). Unlike single-family offices that serve one wealthy family, Horicon serves multiple high-net-worth families and individuals. This structure allows it to provide institutional-grade investment management and comprehensive financial planning while maintaining client-specific tailoring.

Does Horicon offer financial planning alongside investment management?

Yes, Horicon provides comprehensive financial planning services as part of its wealth management offering. This includes retirement planning, tax optimization, estate planning, and risk management. The firm integrates these services with its investment strategy to create a holistic financial picture for each client.

What types of assets does Horicon allocate to?

Horicon's portfolio construction includes public equities, fixed income, and alternative assets such as private real estate and hedge funds. The firm emphasizes direct investments over pooled vehicles where feasible, aiming to minimize expense ratios and maintain control over tax timing. The exact allocation depends on individual client risk tolerance and goals.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: May 30, 2026. Continuous refresh with full update cycles at least every 30 days.