New Horizon Financial Strategies, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Ithaca, NY. Its latest Form ADV filing, dated March 3, 2026, reports $217M in regulatory assets under management, 7 employees, and 1,081 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 72.4% of total clients.
Top client categories% of clientsClients
1
Individuals
72.4%
189
2
HNWI
27.6%
72
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$217Mas of March 3, 2026
Discretionary74.3%
$161M
74% of total RAUM74.3%
Non-discretionary25.7%
$56M
26% of total RAUM25.7%
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$217M
Total Accounts1,081
10Y AUM Change+$167M (+333.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee37:1
10Y Employee Change+2 (+40.0%)
* 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.