Joshua Thomas Horton
Investment adviser representative at Big Sky Wealth Advisors, LLC
10 yearsExperience
2 statesRegistered in
$134.6MFirm assets
2 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
10 years in the industry.
- Big Sky Wealth Advisors, LLCSep 2022 to now
- Silver Oak Securities, Inc.Sep 2022 to Jun 2023
- Stifel NicolausMay 2013 to Sep 2022
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (MT, TX).
Big Sky Wealth Advisors, LLC
$134.6MAssets managed
207Clients
2Advisers
2 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
- 6187019
- Firm CRD
- 321272