Horizon Advisory Services, Inc.
- Regulatory AUM
- $510M
- Discretionary
- $510M
- Clients
- 734
- Avg AUM / client
- $695K
- Accounts
- 1,585
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 08, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 614 | $277M | 54.2% |
| High net worth individuals | 120 | $234M | 45.8% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kenneth Stephen Blazick | Chief Investment Officer | Aug 2019 (7y) | Less than 5% | |
| Mark Alan Congdon | President | Aug 2019 (7y) | 75% or more | |
| Michael R. Congdon | Chief Compliance Officer | Aug 2019 (7y) | Less than 5% | |
| Timothy Robert Hammond | Registered representative | Sep 2019 (7y) | ||
| Amanda Lyn Heagerty | Registered representative | Jan 2020 (7y) | ||
| Donald John Kwarta | Registered representative | Jan 2020 (7y) | ||
| Jonathan Frank Blazick | Registered representative | Jan 2020 (7y) | ||
| Brian Matthew Novellin | Registered representative | Sep 2021 (5y) | ||
| Benjamin Robert Chappell | Registered representative | Apr 2022 (4y) |
Undisclosed: 0% – 25% 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) | 06/08/2026 | 948 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $456M (89% of AUM) Jun 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: Jun 08, 2026.
View current Form ADV (SEC/IAPD) ↗