HORIZON WEALTH ADVISORS

Legal name: HORIZON ADVISORS, LLC

CRD 114102File 801-61731

APPROVED

Retail clients

Custody

Filing as of Mar 12, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$451.4M

Above cohort median (national)

Discretionary AUM

$382.2M

Non-discretionary $69.2M

Clients

199

869 accounts

Employees

Below cohort median in TX

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: FWRO
Registration date: Jan 15, 2003
Principal office: 2603 AUGUSTA, SUITE 1400, HOUSTON, TX, 77057
Phone: 713-748-7000
Website: HTTP://WWW.HORIZON-ADVISORS.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $451.4M
Discretionary AUM: $382.2M
Non-discretionary AUM: $69.2M
Discretionary accounts: 574
Non-discretionary accounts: 295
Total accounts: 869
AUM per client: $2.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	7	$3.3M
Charitable organizations	Fewer than 5	$2.2M
High net worth individuals	94	$415.5M
Individuals (other than high net worth individuals)	96	$30.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.