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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CHADWICK, MELISSA, GAMBILL | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHADWICK, MELISSA, GAMBILL | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHADWICK, MELISSA, GAMBILL | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHADWICK, MELISSA, GAMBILL | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHADWICK, MELISSA, GAMBILL | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHADWICK, MELISSA, GAMBILL | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHADWICK, MELISSA, GAMBILL | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHADWICK, MELISSA, GAMBILL | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHADWICK, MELISSA, GAMBILL | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHADWICK, MELISSA, GAMBILL | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHADWICK, MELISSA, GAMBILL | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHADWICK, MELISSA, GAMBILL | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHADWICK, MELISSA, GAMBILL | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHADWICK, MELISSA, GAMBILL | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHADWICK, MELISSA, GAMBILL | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHADWICK, MELISSA, GAMBILL | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHADWICK, MELISSA, GAMBILL | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHADWICK, MELISSA, GAMBILL | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHADWICK, MELISSA, GAMBILL | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHADWICK, MELISSA, GAMBILL | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHADWICK, MELISSA, GAMBILL | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHADWICK, MELISSA, GAMBILL | I | CHIEF COMPLIANCE OFFICER | NA | |
| DAY, MELISSA, GAMBILL | I | CHIEF COMPLIANCE OFFICER | NA | |
| DAY, MELISSA, GAMBILL | I | CHIEF COMPLIANCE OFFICER | NA | |
| DAY, MELISSA, GAMBILL | I | CHIEF COMPLIANCE OFFICER | NA | |
| DAY, MELISSA, GAMBILL | I | CHIEF COMPLIANCE OFFICER | NA | |
| DAY, MELISSA, GAMBILL | I | CHIEF COMPLIANCE OFFICER | NA | |
| DAY, MELISSA, GAMBILL | I | CHIEF COMPLIANCE OFFICER | NA | |
| BRAIS, JOHN, JOSEPH | I | MANAGING MEMBER | E | Control |
| BRAIS, JOHN, JOSEPH | I | MANAGING MEMBER | E | Control |
| BRAIS, JOHN, JOSEPH | I | MANAGING MEMBER | E | Control |
| BRAIS, JOHN, JOSEPH | I | MANAGING MEMBER | E | Control |
| BRAIS, JOHN, JOSEPH | I | MANAGING MEMBER | E | Control |
| BRAIS, JOHN, JOSEPH | I | MANAGING MEMBER | E | Control |
| BRAIS, JOHN, JOSEPH | I | MANAGING MEMBER | E | Control |
| BRAIS, JOHN, JOSEPH | I | MANAGING MEMBER | E | Control |
| BRAIS, JOHN, JOSEPH | I | MANAGING MEMBER | E | Control |
| BRAIS, JOHN, JOSEPH | I | MANAGING MEMBER | E | Control |
| BRAIS, JOHN, JOSEPH | I | MANAGING MEMBER | E | Control |
| BRAIS, JOHN, JOSEPH | I | MANAGING MEMBER | E | Control |
| BRAIS, JOHN, JOSEPH | I | MANAGING MEMBER | E | Control |
| BRAIS, JOHN, JOSEPH | I | MANAGING MEMBER | E | Control |
| BRAIS, JOHN, JOSEPH | I | MANAGING MEMBER | E | Control |
| BRAIS, JOHN, JOSEPH | I | MANAGING MEMBER | E | Control |
| BRAIS, JOHN, JOSEPH | I | MANAGING MEMBER | E | Control |
| BRAIS, JOHN, JOSEPH | I | MANAGING MEMBER | E | Control |
| BRAIS, JOHN, JOSEPH | I | MANAGING MEMBER | E | Control |
| BRAIS, JOHN, JOSEPH | I | MANAGING MEMBER | E | Control |
| BRAIS, JOHN, JOSEPH | I | MANAGING MEMBER | E | Control |
| BRAIS, JOHN, JOSEPH | I | MANAGING MEMBER | E | Control |
| BRAIS, JOHN, JOSEPH | I | MANAGING MEMBER | E | Control |
| BRAIS, JOHN, JOSEPH | I | MANAGING MEMBER | E | Control |
| BRAIS, JOHN, JOSEPH | I | MANAGING MEMBER | E | Control |
| BRAIS, JOHN, JOSEPH | I | MANAGING MEMBER | E | Control |
| BRAIS, JOHN, JOSEPH | I | MANAGING MEMBER | E | Control |
| BRAIS, JOHN, JOSEPH | I | MANAGING MEMBER | E | Control |
| BRAIS, JOHN, JOSEPH | I | MANAGING MEMBER/CCO | E | Control |
| BRAIS, JOHN, JOSEPH | I | MANAGING MEMBER/CCO | E | Control |
| BRAIS, JOHN, JOSEPH | I | MANAGING MEMBER/CCO | E | Control |
| BRAIS, JOHN, JOSEPH | I | MANAGING MEMBER/CCO | E | Control |
| BRAIS, JOHN, JOSEPH | I | MANAGING MEMBER/CCO | E | Control |
| BRAIS, JOHN, JOSEPH | I | MANAGING MEMBER/CCO | E | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (5)
FL NC NY SC TX
Address
3880 VEST MILL RD.SUITE 100
WINSTON SALEM, NC 27103
United States
Phone: 336-659-7060