Shelby Lynn Cavanaugh
Investment adviser representative at Horizon Investment Services, LLC.
20 yearsExperience
1 stateRegistered in
$363.8MFirm assets
22 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
20 years in the industry.
- Horizon Investment Services, LLC.Dec 2006 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (IN).
Horizon Investment Services, LLC.
$363.8MAssets managed
334Clients
7Advisers
22 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
- 6897548
- Firm CRD
- 110642