Horizon Financial Services, LLC
Horizon Financial Services, LLC is an SEC-registered mass-market adviser in Winston Salem, NC with $262.4M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Horizon Financial Services, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 158798, SEC 801-113778, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $262.4M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Winston Salem, NC
- Employees
- 8
- Clients
- 395
- CRD
- 158798
- Ownership
- DAY, MELISSA, GAMBILL; BRAIS, JOHN, JOSEPH; CHADWICK, MELISSA, GAMBILL
How much AUM does Horizon Financial Services, LLC have?
Horizon Financial Services, LLC reported $262.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Horizon Financial Services, LLC?
Disclosed owners and executives of Horizon Financial Services, LLC include DAY, MELISSA, GAMBILL, BRAIS, JOHN, JOSEPH, CHADWICK, MELISSA, GAMBILL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.