Craig C. Bram

HORIZON CAPITAL MANAGEMENT

Henrico, VA

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CRD#: 2639606

Professional summary

Craig Chalmers Bram, who also goes by Craig Bram, is a registered financial advisor currently at HORIZON CAPITAL MANAGEMENT, INC. located in Henrico, Virginia.

Craig is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Craig has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Craig Bram

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

PART-OWNER IN COPY IMAGING COMPANY CALLED MAIN STREET REPROGRAPHS. THE BUSINESS IS LOCATED AT 411 E. FRANKLIN STREET IN RICHMOND, VIRGINIA. ALSO, PART-OWNER IN TRIALNET, INC, AN INTERNET LEGAL SERVICES COMPANY. TRIALNET IS ALSO LOCATED AT 411 E. FRANKLIN STREET, RICHMOND, VIRGINIA. ALSO PART-OWNER IN AVITAS CAPITAL, LLC LOCATED AT THE SAME ADDRESS. THIS COMPANY PROVIDES BUSINESS BROKERING SERVICES TO SMALL COMPANIES. NEITHER MAIN STREET OR TRIALNET IS CONNECTED TO THE INVESTMENT ADVISORY BUSINESS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Craig Chalmers Bram's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 24, 1995 - Present

HORIZON CAPITAL MANAGEMENT, INC.

RIA

CRD#: 115815

Henrico, VA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Virginia
(8/24/1995)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/27/1995

Uniform Investment Adviser Law Examination

Current Firm

HORIZON CAPITAL MANAGEMENT, INC.

CRD#: 115815 / SEC#:

Virginia

Registered Investment Advisory firm - (8/3/1995 Approved)

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Contact information

Main Address

Henrico, VA

Mailing Address

Phone number

(804) 869-6451

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	39
AUM (Assets Under Management)	$ 26,058,000

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Craig C. Bram

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Craig Chalmers Bram's CRS (Customer Relationship Summary).

Certified licenses

Experience

HORIZON CAPITAL MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/27/1995

Current Firm

HORIZON CAPITAL MANAGEMENT, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

HORIZON CAPITAL MANAGEMENT, INC.

TRUST BUT VERIFY

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