Horizon Wealth Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Houston, TX. Its latest Form ADV filing, dated March 12, 2026, reports $451M in regulatory assets under management, 4 employees, and 869 accounts.
Assets Under Management
$451M
Employees
4
Offices
--
Total Clients
199
Primary office
HOUSTON, TX
2603 AUGUSTA, SUITE 1400, HOUSTON, TX, United States
Top client segmentIndividuals represent 48.2% of total clients.
Top client categories% of clientsClients
1
Individuals
48.2%
96
2
HNWI
47.2%
94
3
Corporations
3.5%
7
4
Charitable
1.0%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$451Mas of March 12, 2026
Discretionary84.7%
$382M
85% of total RAUM84.7%
Non-discretionary15.3%
$69M
15% of total RAUM15.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$451M
Total Accounts869
10Y AUM Change+$243M (+116.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee50:1
10Y Employee Change-1 (-20.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.