NEW HORIZON FINANCIAL STRATEGIES, LLC

CRD 125729File 801-118348

APPROVED

Retail clients

Custody

Filing as of Mar 3, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$217.2M

Below cohort median (national)

Discretionary AUM

$161.3M

Non-discretionary $55.9M

Clients

261

1,081 accounts

Employees

Bottom 25% of cohort in NY

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Apr 1, 2020
Principal office: 944 DRYDEN ROAD, ITHACA, NY, 14850
Phone: 607-275-1275
Website: HTTP://WWW.STREBELCPA.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $217.2M
Discretionary AUM: $161.3M
Non-discretionary AUM: $55.9M
Discretionary accounts: 604
Non-discretionary accounts: 477
Total accounts: 1,081
AUM per client: $832K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$864K
High net worth individuals	72	$150.5M
Individuals (other than high net worth individuals)	189	$65.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

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

Custody

ADV Item 9

Firm Custody Cash: No
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.