# Horizon Financial Advisors, LLC

> Horizon Financial Advisors, LLC is a state-registered investment advisory firm in West Hartford, CT, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 24, 2025.

- CRD: 127215
- Filed as: HORIZON FINANCIAL ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: West Hartford, CT
- Filing period: October 2026
- Form ADV filing dated: September 24, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/127215
- AdvisorCensus page: https://advisorcensus.com/firm/horizon-financial-advisors-llc-west-hartford-ct-127215

## Quick answers

**How is Horizon Financial Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Horizon Financial Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Horizon Financial Advisors, LLC located?**
Horizon Financial Advisors, LLC's principal office is in West Hartford, CT, according to its Form ADV.

**Is Horizon Financial Advisors, LLC registered with the SEC or a state?**
Horizon Financial Advisors, LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 127215.

**How much does Horizon Financial Advisors, LLC manage?**
Horizon Financial Advisors, LLC reports $18,928,653 in regulatory assets under management in its Form ADV filing dated September 24, 2025 (0% discretionary).

**What types of clients does Horizon Financial Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (42); pension and profit sharing plans (but not the plan participants or government pension plans) (2).

**Does Horizon Financial Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/127215

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $18,928,653
- Discretionary: $0
- Non-discretionary: $18,928,653

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 42 | $17,511,561 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $1,417,092 |
| Charitable organizations | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- horizonfinancialadvisorsllc.com
- kpco-cpa.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Horizon Financial Advisors, LLC (CRD 127215): Form ADV filing data as of October 2026.