HORIZON ADVISORS, LLC
Legal name: HORIZON WEALTH ADVISORS
CRD #114102 SEC #801-61731 HOUSTON, TX 713-748-7000
SEC Registered
Total AUM
$406.9M
Discretionary
$335.3M
Employees
5
Clients
101
Accounts
801
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $406.9M | $335.3M | $71.6M | 5 | 0 |
| Mar 2024 | $375.3M | $306.4M | $68.9M | 5 | 1 |
| Feb 2024 | $375.3M | $306.4M | $68.9M | 5 | 1 |
| Feb 2023 | $339.3M | $273.7M | $65.6M | 4 | 1 |
| Nov 2022 | $365.5M | $319.9M | $45.6M | 4 | 1 |
| Oct 2022 | $365.5M | $319.9M | $45.6M | 4 | 1 |
| Mar 2022 | $365.5M | $319.9M | $45.6M | 4 | 1 |
| Feb 2021 | $301.9M | $267.8M | $34.1M | 5 | 1 |
| Feb 2021 | $301.9M | $267.8M | $34.1M | 5 | 1 |
| Jan 2021 | $265.2M | $229M | $36.2M | 5 | 1 |
| Jan 2021 | $265.2M | $229M | $36.2M | 5 | 1 |
| Nov 2020 | $265.2M | $229M | $36.2M | 5 | 1 |
| Nov 2020 | $265.2M | $229M | $36.2M | 5 | 1 |
| Aug 2020 | $265.2M | $229M | $36.2M | 5 | 1 |
| Jun 2020 | $265.2M | $229M | $36.2M | 5 | 1 |
| Jun 2020 | $265.2M | $229M | $36.2M | 5 | 1 |
| Feb 2020 | $265.2M | $229M | $36.2M | 5 | 1 |
| Jun 2019 | $236M | $209.9M | $26.1M | 5 | 0 |
| Mar 2019 | $236M | $209.9M | $26.1M | 5 | 0 |
| Oct 2018 | $255.5M | $226.9M | $28.5M | 5 | 0 |
| Apr 2018 | $233.1M | $210.8M | $22.3M | 5 | 0 |
| Mar 2018 | $233.1M | $210.8M | $22.3M | 5 | 0 |
| Mar 2017 | $208.7M | $186.6M | $22.1M | 5 | 100 |
| Mar 2016 | $199M | $179.5M | $19.6M | 5 | 100 |
| Mar 2015 | $203.7M | $183M | $20.7M | 5 | 100 |
| Mar 2014 | $231M | $208M | $23M | 5 | 100 |
| Jan 2014 | $199.5M | $171.8M | $27.7M | 5 | 100 |
| Oct 2013 | $199.5M | $171.8M | $27.7M | 5 | 100 |
| Mar 2013 | $199.5M | $171.8M | $27.7M | 5 | 100 |
| Aug 2012 | $192M | $155M | $37M | 1 | 26 |
| Mar 2012 | $192M | $155M | $37M | 1 | 26 |
| Feb 2010 | $149.3M | $100.2M | $49.1M | 5 | -- |
| Mar 2009 | $109.5M | $70.9M | $38.5M | 5 | -- |
| Mar 2007 | $115.9M | $75M | $40.9M | 5 | -- |
| Mar 2006 | $79.4M | $44M | $35.5M | 5 | -- |
| Mar 2004 | $45.8M | $43M | $2.8M | 5 | -- |
DateFeb 2025
Total AUM$406.9M
Discretionary$335.3M
Non-Disc.$71.6M
Employees5
Clients0
DateMar 2024
Total AUM$375.3M
Discretionary$306.4M
Non-Disc.$68.9M
Employees5
Clients1
DateFeb 2024
Total AUM$375.3M
Discretionary$306.4M
Non-Disc.$68.9M
Employees5
Clients1
DateFeb 2023
Total AUM$339.3M
Discretionary$273.7M
Non-Disc.$65.6M
Employees4
Clients1
DateNov 2022
Total AUM$365.5M
Discretionary$319.9M
Non-Disc.$45.6M
Employees4
Clients1
DateOct 2022
Total AUM$365.5M
Discretionary$319.9M
Non-Disc.$45.6M
Employees4
Clients1
DateMar 2022
Total AUM$365.5M
Discretionary$319.9M
Non-Disc.$45.6M
Employees4
Clients1
DateFeb 2021
Total AUM$301.9M
Discretionary$267.8M
Non-Disc.$34.1M
Employees5
Clients1
DateFeb 2021
Total AUM$301.9M
Discretionary$267.8M
Non-Disc.$34.1M
Employees5
Clients1
DateJan 2021
Total AUM$265.2M
Discretionary$229M
Non-Disc.$36.2M
Employees5
Clients1
DateJan 2021
Total AUM$265.2M
Discretionary$229M
Non-Disc.$36.2M
Employees5
Clients1
DateNov 2020
Total AUM$265.2M
Discretionary$229M
Non-Disc.$36.2M
Employees5
Clients1
DateNov 2020
Total AUM$265.2M
Discretionary$229M
Non-Disc.$36.2M
Employees5
Clients1
DateAug 2020
Total AUM$265.2M
Discretionary$229M
Non-Disc.$36.2M
Employees5
Clients1
DateJun 2020
Total AUM$265.2M
Discretionary$229M
Non-Disc.$36.2M
Employees5
Clients1
DateJun 2020
Total AUM$265.2M
Discretionary$229M
Non-Disc.$36.2M
Employees5
Clients1
DateFeb 2020
Total AUM$265.2M
Discretionary$229M
Non-Disc.$36.2M
Employees5
Clients1
DateJun 2019
Total AUM$236M
Discretionary$209.9M
Non-Disc.$26.1M
Employees5
Clients0
DateMar 2019
Total AUM$236M
Discretionary$209.9M
Non-Disc.$26.1M
Employees5
Clients0
DateOct 2018
Total AUM$255.5M
Discretionary$226.9M
Non-Disc.$28.5M
Employees5
Clients0
DateApr 2018
Total AUM$233.1M
Discretionary$210.8M
Non-Disc.$22.3M
Employees5
Clients0
DateMar 2018
Total AUM$233.1M
Discretionary$210.8M
Non-Disc.$22.3M
Employees5
Clients0
DateMar 2017
Total AUM$208.7M
Discretionary$186.6M
Non-Disc.$22.1M
Employees5
Clients100
DateMar 2016
Total AUM$199M
Discretionary$179.5M
Non-Disc.$19.6M
Employees5
Clients100
DateMar 2015
Total AUM$203.7M
Discretionary$183M
Non-Disc.$20.7M
Employees5
Clients100
DateMar 2014
Total AUM$231M
Discretionary$208M
Non-Disc.$23M
Employees5
Clients100
DateJan 2014
Total AUM$199.5M
Discretionary$171.8M
Non-Disc.$27.7M
Employees5
Clients100
DateOct 2013
Total AUM$199.5M
Discretionary$171.8M
Non-Disc.$27.7M
Employees5
Clients100
DateMar 2013
Total AUM$199.5M
Discretionary$171.8M
Non-Disc.$27.7M
Employees5
Clients100
DateAug 2012
Total AUM$192M
Discretionary$155M
Non-Disc.$37M
Employees1
Clients26
DateMar 2012
Total AUM$192M
Discretionary$155M
Non-Disc.$37M
Employees1
Clients26
DateFeb 2010
Total AUM$149.3M
Discretionary$100.2M
Non-Disc.$49.1M
Employees5
Clients--
DateMar 2009
Total AUM$109.5M
Discretionary$70.9M
Non-Disc.$38.5M
Employees5
Clients--
DateMar 2007
Total AUM$115.9M
Discretionary$75M
Non-Disc.$40.9M
Employees5
Clients--
DateMar 2006
Total AUM$79.4M
Discretionary$44M
Non-Disc.$35.5M
Employees5
Clients--
DateMar 2004
Total AUM$45.8M
Discretionary$43M
Non-Disc.$2.8M
Employees5
Clients--