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John Shelton Horsley

Thompson Siegel & Walmsley LLC

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About John Shelton Horsley

John Shelton Horsley is a financial professional with over 35 years of experience in the investment industry. John is currently registered as an Investment Advisor Representative with Thompson Siegel & Walmsley LLC, a firm that specializes in providing portfolio management for individuals, families, and institutions. John's areas of expertise include investment management, financial planning, and wealth management. John is a CFA charterholder and also holds the Chartered Investment Counselor designation.

Firm Information

John Horsley is currently registered with Thompson Siegel & Walmsley LLC. Thompson Siegel & Walmsley LLC is an investment advisor headquartered in RICHMOND, VA. The firm manages approximately $20.81 billion in assets for a variety of clients, including individuals, corporations, investment companies, pension plans, and charitable organizations. The firm offers portfolio management services for both discretionary and non-discretionary accounts. They also provide investment advisory services, including unified managed accounts, selection of other advisors, and portfolio management for businesses.
Thompson Siegel & Walmsley LLC

6641 WEST BROAD STREET

RICHMOND, VA 23230

$20.81B

Assets Under Management

Not reported

Total Clients

17

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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unified managed accounts

Unified managed accounts

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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John Horsley’s Registration & Firm History

VA

11/07/1994 - Present

Thompson Siegel & Walmsley LLC (RICHMOND VA)

NA

04/22/1986 - 04/24/1989

AETNA FINANCIAL SERVICES, INC.

NA

04/22/1986 - 10/07/1987

AETNA LIFE INSURANCE AND ANNUITY COMPANY

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Licenses & Designations

IA

Issued 11/04/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/21/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Shelton Horsley.
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