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HORIZON WEALTH ADVISORS
Legal name: HORIZON ADVISORS, LLC
CRD 114102File 801-61731
APPROVED
Retail clients
Custody
Filing as of Sep 9, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$451.4M
Above cohort median (national)
Discretionary AUM
$382.2M
Non-discretionary $69.2M
Clients
199
869 accounts
Employees
4
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
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 5 | 4 | decreased by1 |
| Apr 1, 2026 | Clients | 178 | 199 | increased by21 |
| Apr 1, 2026 | AUM | $406,916,631 | $451,430,132 | increased by$44,513,501 |
| Apr 1, 2026 | Accounts | 801 | 869 | increased by68 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 5 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 173 | 178 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $365,543,497 | $406,916,631 | increased by$41,373,134 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 678 | 801 | increased by123 |
| Apr 1, 2022 | Employees | 5 | 4 | decreased by1 |
| Apr 1, 2022 | Clients | 164 | 173 | increased by9 |
| Apr 1, 2022 | AUM | $301,861,225 | $365,543,497 | increased by$63,682,272 |
| Apr 1, 2022 | Accounts | 622 | 678 | increased by56 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “HORIZON WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HORIZON WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.