Horizon Advisors, Llc
- Regulatory AUM
- $451M
- Discretionary
- $382M
- Clients
- 199
- Avg AUM / client
- $2.3M
- Accounts
- 869
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 96 | $30.4M | 6.73% |
| High net worth individuals | 94 | $416M | 92.0% |
| Charitable organizations | 2 | $2.2M | 0.49% |
| Corporations and other businesses | 7 | $3.3M | 0.73% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Lawrence Edward Maddox | Partner, President And Chief Compliance Officer | CFP | Apr 1999 (27y) | 50% – 75% |
| Owen Mcbee Murray | Partner, Director Of Investment Research | CFA | Mar 2005 (21y) | 10% – 25% |
| Colin Michael Lee | Partner, Director Of Financial Planning | CFP | Sep 2017 (9y) | 10% – 25% |
| Rebecca Jo Mc Elroy | Registered representative | Feb 2016 (10y) | ||
| Jennifer Marie Youngblood | Registered representative | Jul 2018 (8y) | ||
| Joseph Wilmot Thomson | Registered representative | Nov 2021 (5y) | ||
| Bradley Allan Hughes | Registered representative | CFP | Sep 2024 (2y) | |
| Louis Douglas Hopper | Registered representative | Jul 2026 (0y) |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/12/2026 | 968 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $351M (78% of AUM) Mar 2026
- Charles Schwab & Co. $100M (22% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 12, 2026.
View current Form ADV (SEC/IAPD) ↗