Michael
Lightfield

Horter Investment Management, LLC

CRD#2931307
Investment Advisor
in Elkridge, MD

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About this Advisor

Michael Lightfield is a financial advisor based in Elkridge, Maryland with a total of 11 years of industry experience. Lightfield is an advisor for Horter Investment Management, LLC. Over the course of their career, Lightfield has held roles at Horter Investment Management, LLC, Mike Lightfield, Cpa, Lightfield Wealth Management and Columbia Tax Advisory Group, LLC. Lightfield maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Maryland. Horter Investment Management, LLC is an advisory company that has its headquarters in Cincinnati, OH. The firm has offices in 51 locations and a total of 64 advisors. It handles $354 million in assets under management between its 3,145 accounts, making it one of the bigger financial advisory firms in the United States by assets under management. Of its 3,145 accounts, just 2% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm has a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fees vary depending on the type of services provided. Fees charged by Horter Investment Management, LLC likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Elkridge, MD

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Horter Investment Management, LLC Brokerage Details

Total Assets Under Management

$354,328,597

MD Average: $2,106,341,625
Total Number of Employees

64

MD Average: 34
Total Number of Accounts

3,145

MD Average: 1,972
Average Account Size

$112,664

MD Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Michael Lightfield Work History

Michael has been registered as a financial advisor for 11 years.*

2014 - Present (10 years)

Columbia Tax Advisory Group, LLC

2012 - Present (12 years)

Horter Investment Management, LLC

2003 - Present (21 years)

Lightfield Wealth Management

1997 - 2014 (17 years)

Mike Lightfield, Cpa

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Michael Lightfield to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Horter Investment Management, LLC

Mark Kuhne
Cincinnati, OH
Kyle Arnold
Cincinnati, OH
Ashlee Willis
Cincinnati, OH
Stephen Lamb
Davidson, NC
Geffrey Lewis
Atlantic Beach, FL
Peter Kisver
Southern Pines, NC
Bryan Mitchell
Cincinnati, OH
Diane Snyder
Cincinnati, OH

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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