James David Pattie
Investment adviser representative at Horizon Capital Management, LLC
22 yearsExperience
1 stateRegistered in
$136.2MFirm assets
1 yearFirm in business
Are you James David Pattie? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- Horizon Capital Management, LLCAug 2004 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 1 state (IL).
Horizon Capital Management, LLC
$136.2MAssets managed
40Clients
1Advisers
1 yearIn 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
- 2509399
- Firm CRD
- 132113