Horizon Financial Services, LLC
● SEC registered since 2018CRD 158798SEC# 801-113778Winston Salem, NC
Reg. AUM
$262.4M
Employees
8
Accounts
1,203
Location
Winston Salem, NC
Horizon Financial Services, LLC assets under management
Horizon Financial Services, LLC operates as an SEC-registered investment adviser based in Winston Salem, NC. The firm has been registered since 2018. It reports $262.4 million in regulatory assets under management and employs 8 people.
Horizon Financial Services, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Joseph Brais Control | Managing Member/Cco | Over 75% | 2011 |
Frequently asked questions
How much does Horizon Financial Services, LLC manage?
Horizon Financial Services, LLC reports $262.4 million in regulatory assets under management on its Form ADV.
How many employees does Horizon Financial Services, LLC have?
Horizon Financial Services, LLC reports 8 employees.
Where is Horizon Financial Services, LLC located?
Horizon Financial Services, LLC is based in Winston Salem, NC and has been SEC-registered since 2018.
Does Horizon Financial Services, LLC disclose fund performance?
Horizon Financial Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3880 Vest Mill Rd., Suite 100, Winston Salem, NC 27103 |
| Phone | 336-659-7060 |
| Fax | 336-659-7061 |
| Office hours | M-Th 8-4:30; Fri 8-2 |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$262.4M▲ 23%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 66%
Larger than 34% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$262.4Mregulatory AUM
Discretionary $262.4M