Horizon Financial Advisors, Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 127215
· West Hartford, CT
· WWW.HORIZONFINANCIALADVISORSLLC.COM
☆ Save with Pro
ADV data as of Sep 24, 2025
- Regulatory AUM
- $18.9M
- Discretionary
- $0
- Clients
- 44
- Avg AUM / client
- $430K
- Accounts
- 44
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 42 | $17.5M | 92.5% |
| Pension and profit sharing plans | 2 | $1.4M | 7.49% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Joel Mark Kosovsky | Registered representative | CFP Personal Financial Specialist | Jan 2024 (3y) |
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) | 09/24/2025 | 1 MB | 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
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Sep 24, 2025.
View current Form ADV (SEC/IAPD) ↗