HORIZON FINANCIAL SERVICES, LLC
CRD #158798 SEC #801-113778 WINSTON SALEM, NC 336-659-7060
SEC Registered
Total AUM
$212.6M
Discretionary
$212.6M
Employees
8
Clients
10
Accounts
1,136
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $212.6M | $212.6M | $0 | 8 | 0 |
| Oct 2024 | $177.8M | $177.8M | $0 | 8 | 0 |
| Mar 2024 | $177.8M | $177.8M | $0 | 8 | 0 |
| Sep 2023 | $169.5M | $169.5M | $0 | 8 | 2 |
| May 2023 | $160.8M | $160.8M | $0 | 8 | 2 |
| Apr 2023 | $160.8M | $160.8M | $0 | 8 | 2 |
| Feb 2023 | $154.7M | $154.7M | $0 | 9 | 2 |
| Nov 2022 | $152.4M | $152.4M | $0 | 9 | 4 |
| Nov 2022 | $152.4M | $152.4M | $0 | 9 | 4 |
| Oct 2022 | $152.4M | $152.4M | $0 | 9 | 4 |
| Jul 2022 | $155.9M | $155.9M | $0 | 9 | 4 |
| Mar 2022 | $175.6M | $175.6M | $0 | 9 | 4 |
| Feb 2022 | $175.6M | $175.6M | $0 | 9 | 4 |
| Feb 2022 | $175.6M | $175.6M | $0 | 9 | 4 |
| Feb 2022 | $175.6M | $175.6M | $0 | 9 | 4 |
| Dec 2021 | $172.3M | $172.3M | $0 | 9 | 6 |
| Dec 2021 | $172.3M | $172.3M | $0 | 9 | 6 |
| Sep 2021 | $159.7M | $158.6M | $1.1M | 9 | 6 |
| Aug 2021 | $159.7M | $158.6M | $1.1M | 9 | 6 |
| Mar 2021 | $140.7M | $139.5M | $1.2M | 9 | 6 |
| Mar 2021 | $140.7M | $139.5M | $1.2M | 9 | 6 |
| Feb 2021 | $140.7M | $139.5M | $1.2M | 9 | 6 |
| Feb 2021 | $140.7M | $139.5M | $1.2M | 9 | 6 |
| Jun 2020 | $119M | $117.8M | $1.2M | 9 | 7 |
| Feb 2020 | $119M | $117.8M | $1.2M | 9 | 7 |
| Oct 2019 | $111.5M | $110.3M | $1.2M | 9 | 8 |
| Aug 2019 | $111.5M | $110.3M | $1.2M | 9 | 8 |
| Jul 2019 | $111.5M | $110.3M | $1.2M | 9 | 8 |
| Mar 2019 | $97.5M | $96.4M | $1.1M | 9 | 8 |
| Feb 2019 | $97.5M | $96.4M | $1.1M | 9 | 8 |
| Oct 2018 | $107.7M | $99M | $8.7M | 9 | 0 |
| Aug 2018 | $107.7M | $99M | $8.7M | 9 | 0 |
| Jul 2018 | $104.8M | $96.1M | $8.8M | 9 | 0 |
DateMar 2025
Total AUM$212.6M
Discretionary$212.6M
Non-Disc.$0
Employees8
Clients0
DateOct 2024
Total AUM$177.8M
Discretionary$177.8M
Non-Disc.$0
Employees8
Clients0
DateMar 2024
Total AUM$177.8M
Discretionary$177.8M
Non-Disc.$0
Employees8
Clients0
DateSep 2023
Total AUM$169.5M
Discretionary$169.5M
Non-Disc.$0
Employees8
Clients2
DateMay 2023
Total AUM$160.8M
Discretionary$160.8M
Non-Disc.$0
Employees8
Clients2
DateApr 2023
Total AUM$160.8M
Discretionary$160.8M
Non-Disc.$0
Employees8
Clients2
DateFeb 2023
Total AUM$154.7M
Discretionary$154.7M
Non-Disc.$0
Employees9
Clients2
DateNov 2022
Total AUM$152.4M
Discretionary$152.4M
Non-Disc.$0
Employees9
Clients4
DateNov 2022
Total AUM$152.4M
Discretionary$152.4M
Non-Disc.$0
Employees9
Clients4
DateOct 2022
Total AUM$152.4M
Discretionary$152.4M
Non-Disc.$0
Employees9
Clients4
DateJul 2022
Total AUM$155.9M
Discretionary$155.9M
Non-Disc.$0
Employees9
Clients4
DateMar 2022
Total AUM$175.6M
Discretionary$175.6M
Non-Disc.$0
Employees9
Clients4
DateFeb 2022
Total AUM$175.6M
Discretionary$175.6M
Non-Disc.$0
Employees9
Clients4
DateFeb 2022
Total AUM$175.6M
Discretionary$175.6M
Non-Disc.$0
Employees9
Clients4
DateFeb 2022
Total AUM$175.6M
Discretionary$175.6M
Non-Disc.$0
Employees9
Clients4
DateDec 2021
Total AUM$172.3M
Discretionary$172.3M
Non-Disc.$0
Employees9
Clients6
DateDec 2021
Total AUM$172.3M
Discretionary$172.3M
Non-Disc.$0
Employees9
Clients6
DateSep 2021
Total AUM$159.7M
Discretionary$158.6M
Non-Disc.$1.1M
Employees9
Clients6
DateAug 2021
Total AUM$159.7M
Discretionary$158.6M
Non-Disc.$1.1M
Employees9
Clients6
DateMar 2021
Total AUM$140.7M
Discretionary$139.5M
Non-Disc.$1.2M
Employees9
Clients6
DateMar 2021
Total AUM$140.7M
Discretionary$139.5M
Non-Disc.$1.2M
Employees9
Clients6
DateFeb 2021
Total AUM$140.7M
Discretionary$139.5M
Non-Disc.$1.2M
Employees9
Clients6
DateFeb 2021
Total AUM$140.7M
Discretionary$139.5M
Non-Disc.$1.2M
Employees9
Clients6
DateJun 2020
Total AUM$119M
Discretionary$117.8M
Non-Disc.$1.2M
Employees9
Clients7
DateFeb 2020
Total AUM$119M
Discretionary$117.8M
Non-Disc.$1.2M
Employees9
Clients7
DateOct 2019
Total AUM$111.5M
Discretionary$110.3M
Non-Disc.$1.2M
Employees9
Clients8
DateAug 2019
Total AUM$111.5M
Discretionary$110.3M
Non-Disc.$1.2M
Employees9
Clients8
DateJul 2019
Total AUM$111.5M
Discretionary$110.3M
Non-Disc.$1.2M
Employees9
Clients8
DateMar 2019
Total AUM$97.5M
Discretionary$96.4M
Non-Disc.$1.1M
Employees9
Clients8
DateFeb 2019
Total AUM$97.5M
Discretionary$96.4M
Non-Disc.$1.1M
Employees9
Clients8
DateOct 2018
Total AUM$107.7M
Discretionary$99M
Non-Disc.$8.7M
Employees9
Clients0
DateAug 2018
Total AUM$107.7M
Discretionary$99M
Non-Disc.$8.7M
Employees9
Clients0
DateJul 2018
Total AUM$104.8M
Discretionary$96.1M
Non-Disc.$8.8M
Employees9
Clients0