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HORIZON FINANCIAL
Legal name: HORIZON ADVISORY SERVICES, INC.
CRD 305239File 801-117343
APPROVED
Retail clients
Custody
Filing as of Jun 8, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$510.2M
Above cohort median (national)
Discretionary AUM
$510.2M
Clients
734
1,585 accounts
Employees
9
Below cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Sep 13, 2019
- Principal office
- 5582 W. HENRIETTA RD., WEST HENRIETTA, NY, 14586
- Phone
- 585-334-3600
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $510.2M
- Discretionary AUM
- $510.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,585
- Non-discretionary accounts
- 0
- Total accounts
- 1,585
- AUM per client
- $695K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 120 | $233.6M |
| Individuals (other than high net worth individuals) | 614 | $276.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- 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 |
|---|---|---|---|
| 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.