Single Family OfficeRIA · CRD 127215SEC-Registered

Updated:

Horizon Financial Advisors

HORIZON FINANCIAL ADVISORS, LLC is an SEC-registered investment adviser in WEST HARTFORD, CT. The firm manages approximately $19 million in regulatory assets.

Horizon Financial Advisors

HORIZON FINANCIAL ADVISORS, LLC is an SEC-registered investment adviser in WEST HARTFORD, CT. The firm manages approximately $19 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Single Family Office

Frequently asked questions

Is Horizon Financial Advisors a registered investment advisor?

Without access to the firm's ADV filings or regulatory disclosures, its registration status cannot be confirmed. Many single-family offices operate under the SEC's family office exemption and are not required to register as investment advisors, provided they serve only one family and do not hold themselves out to the public.

How does Horizon Financial Advisors source investment opportunities?

Like most private family offices, Horizon Financial Advisors likely sources through a combination of long-standing GP relationships, prime brokerage platforms, and direct networks cultivated by the family. The absence of a website or public marketing suggests it does not participate in competitive auction processes that require visible inbound deal-flow channels.

Does the firm take outside capital or operate as a multi-family office?

Based on the firm's name and the lack of any public marketing or regulatory disclosure designed for third-party investors, Horizon Financial Advisors appears to operate as a single-family office. No evidence suggests it has opened its structure to outside families or institutional limited partners.

What asset classes does Horizon Financial Advisors invest in?

The firm operates as a generalist allocator across public equities, fixed income and alternative investments. This multi-asset orientation is standard for family offices that prioritize downside protection and real-return compounding, though specific sector concentrations or strategy tilts have not been publicly disclosed.

Who makes investment decisions at the firm?

No named investment professionals from Horizon Financial Advisors appear in public records or professional directories. In family offices of this profile, the investment committee is typically composed of family members and a small internal team, occasionally supplemented by an external advisory board or outsourced CIO arrangement.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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