# Blue Horizon Equity, Inc.

> Blue Horizon Equity, Inc. is an SEC-registered investment advisory firm in Pittsford, NY, registered since 2026, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 15, 2026.

- CRD: 341095
- Filed as: BLUE HORIZON EQUITY, INC.
- Also doing business as: ASPIRE FINANCIAL GROUP, CAVE WEALTH MANAGEMNET, FORGE FINANCIAL ADVISORS, PATHWAY WEALTH MANAGEMENT AND INSURANCE GROUP, SOLENNIAL WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Pittsford, NY
- Filing period: October 2026
- Form ADV filing dated: September 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/341095
- AdvisorCensus page: https://advisorcensus.com/firm/blue-horizon-equity-inc-pittsford-ny-341095

## Quick answers

**How is Blue Horizon Equity, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Blue Horizon Equity, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Blue Horizon Equity, Inc. located?**
Blue Horizon Equity, Inc.'s principal office is in Pittsford, NY, according to its Form ADV; the October 2026 filing also lists 7 other offices (Schedule D, Section 1.F).

**Is Blue Horizon Equity, Inc. registered with the SEC or a state?**
Blue Horizon Equity, Inc. is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 341095.

**How much does Blue Horizon Equity, Inc. manage?**
Blue Horizon Equity, Inc. reports $745,938,696 in regulatory assets under management in its Form ADV filing dated September 15, 2026 (100% discretionary).

**What types of clients does Blue Horizon Equity, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,422); high net worth individuals (56); corporations or other businesses not listed above (13).

**Which custodians does Blue Horizon Equity, Inc. use?**
Blue Horizon Equity, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Blue Horizon Equity, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/341095

**What changed in Blue Horizon Equity, Inc.'s recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in IN.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Pershing LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $745,938,696
- Discretionary: $745,903,493
- Non-discretionary: $35,203

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,422 | $517,185,468 |
| High net worth individuals | 56 | $219,953,987 |
| Charitable organizations | Fewer than 5 | $935,790 |
| Corporations or other businesses not listed above | 13 | $7,863,451 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 45 total, 45 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AR, CA, CT, DC, FL, GA, IN, MA, MI, MN, NC, NJ, NY, OH, OR, PA, RI, SC, TX, UT, VA, VT, WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Fairport, NY
- Orlando, FL
- Ponte Vedra Beach, FL
- Richmond, VA
- Sarasota, FL
- Tallahassee, FL
- Vestal, NY

### Websites listed on Form ADV (Item 1.I)
- abelwealthmanagement.com
- aspirefinancialny.com
- cavewealth.com
- forgefinancialadvisors.com
- itppartners.com
- nassauwm.com
- pathwayfg.com
- solennialfinancial.com

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in IN.

### July 2026
- No longer lists the business name 21st Century Planners.
- No longer lists the business name Bailey Financial Planning.
- No longer lists the business name Cape COD Wealth Streategies & Insurance Services, LLC.
- No longer lists the business name Carlozzi Financial Services.
- No longer lists the business name Daniel N. Saxe.
- No longer lists the business name Finger Lakes Investments.
- No longer lists the business name Genesis Asset Management Group Inc..
- No longer lists the business name Laporte Wealth Management Group.
- No longer lists the business name Magii Pension Services.
- No longer lists the business name Waterstone Financial Services.
- No longer lists an office in Atlanta, GA.
- No longer lists an office in Farmingdale, NY.
- No longer lists an office in Hauppauge, NY.
- No longer lists an office in Jacksonville Beach, FL.
- No longer lists an office in Mt. Pleasant, SC.
- No longer lists an office in New York, NY.
- No longer lists an office in Penn Yan, NY.
- No longer lists an office in Pittsford, NY.
- No longer lists an office in Poland, OH.
- No longer lists an office in Salem, OH.
- No longer lists an office in South Yarmouth, MA.

### June 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Blue Horizon Equity, Inc. (CRD 341095): Form ADV filing data as of October 2026.