Unclaimed Profile

Steven William Ash

HORIZON CAPITAL PARTNERS LLC·BILLINGS, Montana

Series 3, Series 7, Series 8, Series 63, Series 65Clean record29 years registeredHORIZON CAPITAL PARTNERS LLC

490 31ST STREET, BILLINGS, MT 59101CRD# 1695246Firm CRD# 114946

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Steven William Ash · BILLINGS, MT

Registration

CRD #1695246 · HORIZON CAPITAL PARTNERS LLC · 29 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: HORIZON CAPITAL PARTNERS LLC

INVESTMENT MANAGEMENT GROUP

Aug 2015 – Oct 2016

BILLINGS, MT

BRIGHTWATER CAPITAL MGMT

Jun 2014 – Sep 2015

BILLINGS, MT

HORIZON CAPITAL PARTNERS LLC

Apr 2012 – Dec 2012

BILLINGS, MT

OPTIMA CAPITAL MANAGEMENT

Sep 2004 – Aug 2014

BILLINGS, MT

CHARLES SCHWAB & CO., INC.

Mar 1997 – Sep 2004

BILLINGS, MT

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 8

Series 63

Series 65

Registration record

First registered · March 14, 1997

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HORIZON CAPITAL PARTNERS LLC

CRD 114946 · SEC 801-68865

AUM

$57M

Regulatory assets under management

Employees

79 client accounts

Services offered by HORIZON CAPITAL PARTNERS LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at HORIZON CAPITAL PARTNERS LLC →

Introduction

Speak with Steven

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Steven is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BILLINGS?

Browse all registered financial advisors in BILLINGS, Montana or claim this profile if it's yours.

Browse BILLINGS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Steven William Ash offer?

Steven William Ash specializes in Investment Management, Wealth Management.

What are Steven William Ash's credentials?

Steven William Ash is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Steven William Ash located?

Steven William Ash is based in BILLINGS, Montana, last registered with HORIZON CAPITAL PARTNERS LLC.

How does Steven William Ash charge for services?

Steven William Ash's firm is compensated through percentage of aum, other: negotiated fee based upon scope and size of project. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HORIZON CAPITAL PARTNERS LLC?

HORIZON CAPITAL PARTNERS LLC has approximately 1 employees and manages $57M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →