Richard Lee Horner
Investment adviser representative at Atlantis Wealth Advisors LLC
2 yearsExperience
2 statesRegistered in
$150.2MFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
2 years in the industry.
- Atlantis Wealth Advisors LLCAug 2015 to now
- Atlantis Wealth Advisors LLC dba Horner Investment GroupAug 2015 to now
- Purshe Kaplan Sterling InvestmentsAug 2015 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (IN, TX).
Atlantis Wealth Advisors LLC
$150.2MAssets managed
338Clients
4Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2210682
- Firm CRD
- 169956