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| Keyboard |
| Horizon Advisors LLC
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|---|---|
| CRD # | 114102 |
| SEC # | 801-61731 |
| CIK # | |
| AUM | 451.4 M (2026-03-12) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 713-748-7000 |
| Address | 2603 Augusta Houston, TX 77057 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 96 | 30.4 |
| (b) Individuals (high net worth individuals) | 94 | 415.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 2.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 3.3 |
| (n) Other | 0 | 0.0 |
| Total | 869 | 451.4 |
| By Discretionary | ||
| Discretionary | 574 | 382.2 |
| Non-Discretionary | 295 | 69.2 |
| Total | 869 | 451.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 451.4 | |
| Total | 869 | 451.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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|---|---|---|
|
Old North State Wealth Management LLC
✚
|
NC | 452.6 M |
|
Certior Financial Group LLC
✚
|
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|
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MI | 452.3 M |
|
Sarver Vrooman Wealth Advisors LLC
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|
RBA Wealth Management LLC
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CA | 452.1 M |
|
Blackhawk Capital Partners LLC
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WI | 452.0 M |
|
Virtera Partners LLC
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OH | 451.8 M |
|
Wealthspan Partners LLC
✚
|
IA | 451.1 M |
|
ENZI Wealth LLC
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|
TX | 450.9 M |
|
Timonier Family Office Ltd
✚
|
NC | 450.3 M |