Horizons Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, estate planning, insurance, retirement plan services, and tax planning. Financial planning was provided to 1–10 clients last fiscal year.
Horizons Wealth Management reports 286 clients. They include 212 individual clients, 69 high-net-worth individuals, and 5 pension and profit-sharing plans. Of its assets, 100.0% ($258M across 653 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 74% | 29% |
| High-net-worth individuals | 24% | 67% |
| Pension and profit-sharing plans | 2% | 4% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 212 | $74.4M | 28.8% | $351K |
| High-net-worth individuals | 69 | $174M | 67.2% | $2.51M |
| Pension and profit-sharing plans | 5 | $10.4M | 4.0% | $2.07M |
| Total | 286 | $258M | 100% | $903K |
- Clients
- 212
- Regulatory AUM
- $74.4M
- AUM share
- 28.8%
- Avg. per client
- $351K
- Clients
- 69
- Regulatory AUM
- $174M
- AUM share
- 67.2%
- Avg. per client
- $2.51M
- Clients
- 5
- Regulatory AUM
- $10.4M
- AUM share
- 4.0%
- Avg. per client
- $2.07M
Total
- Clients
- 286
- Regulatory AUM
- $258M
- AUM share
- 100%
- Avg. per client
- $903K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Horizons Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Comprehensive Financial Planning
- Comprehensive financial plans generally start at $3,600 and are quoted on each client's complexity.
- Hourly Consultation
- Consultations are charged at an hourly rate of $300.
- Investment Analysis
- Investment analysis generally ranges from $1,500 and up.
David Hunter owns 75% or more of Horizons Wealth Management. The leadership team of Horizons Wealth Management includes President David Hunter. It has 4 employees, 3 of them in advisory roles.
Leadership
- David HunterPresident/Financial Planner/CCO
- Glen MartinSecretary/Financial Planner
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
- Susan Jane Cook
- David S Hunter
- Glen Joel Martin
Staff
- 4 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 75% or more of Horizons Wealth Management, Inc.
David Hunter
Control person · since March 2007
Horizons Wealth Management’s regulatory assets grew 2.1× from $123M (April 2021) to $258M (January 2026); clients rose from 202 to 286 and employees from 3 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| January 2026 | $258M | 286 | 4 | 2 |
| January 2025 | $219M | 271 | 4 | 2 |
| May 2024 | $189M | 253 | 4 | 2 |
| February 2023 | $154M | 233 | 4 | 2 |
| January 2022 | $163M | 220 | 3 | 2 |
| April 2021 | $123M | 202 | 3 | 2 |
Besides its headquarters, Horizons Wealth Management has 1 office, with 2 listed addresses in North Carolina and South Carolina.
North Carolina · 1 listed address
- 82 Patton Ave., Suite 206, AshevilleHQ
South Carolina · 1 listed address
- 220 N. Main St., Greenville
Contact and registration details
- Legal name
- Horizons Wealth Management, Inc.
- Headquarters
- 82 Patton Ave., Suite 206, Asheville, NC 28801
- Website
- horizonswealth.com
- Phone
- 828-337-9395
- @474980
- SEC file
- 801-116722
- Founded
- 2007
- Structure
- North Carolina corporation
- Fiscal year end
- December
Horizons Wealth Management uses Charles Schwab ($230M) as custodian for its separately managed accounts. Horizons Wealth Management has custody of $8.39M in client assets for 19 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $230M100%
At year end, Horizons Wealth Management’s separately managed accounts were mostly in funds (88%). Its reported 13F holdings for the quarter ended 31 March 2026 total $152M across 170 positions; the largest are Vanguard Large-cap ETF (10.1%), Vanguard FTSE Developed Markets ETF (8.9%) and Vanguard Mid-cap ETF (7.3%).
What the accounts hold
- Stocks5%
- Funds88%
- Bonds5%
- State and local bonds2%
- U.S. government and agency bonds1%
- Investment grade corporate bonds1%
- High-yield corporate bonds1%
- Cash2%
Reported 13F holdings
- $152M
- Reported 13F value
- 170
- Positions
- 58.4%
- In the 10 largest
- —
- Value vs. prior quarter
- Vanguard Large-cap ETFETF10.1%
- Vanguard FTSE Developed Markets ETFETF8.9%
- Vanguard Mid-cap ETFETF7.3%
- Vanguard Small-cap ETFETF6.9%
- Vanguard Real Estate ETFETF6.8%
- Vanguard Total Bond Market ETFETF4.2%
- iShares Tips Bond ETFETF4.1%
- Vanguard Total International Bond ETFETF3.6%
- iShares Bloomberg Roll Select Commodity Strategy ETFETF3.6%
- Invesco Bulletshares 2029 Corporate Bond ETFETF2.8%
Together, the ten largest are 58.4% of reported value.
How many clients does Horizons Wealth Management have?
Horizons Wealth Management has 286 clients and manages $258 million for them, as of January 2026. They include 212 individual clients, 69 high-net-worth individuals, and 5 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 January 2026
What services does Horizons Wealth Management offer?
Horizons Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, estate planning, insurance, retirement plan services, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Horizons Wealth Management use?
Horizons Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $230M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 January 2026
How many financial advisors does Horizons Wealth Management have?
Horizons Wealth Management has 3 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Horizons Wealth Management invest in?
At the end of its last fiscal year, Horizons Wealth Management’s separately managed accounts held 88% registered funds (mutual funds, ETFs, BDCs), 5% exchange-traded equities, 2% state and local bonds, 2% cash and equivalents, 1% U.S. government and agency bonds, 1% investment grade corporate bonds and 1% high-yield corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Horizons Wealth Management?
Horizons Wealth Management’s direct owner is David Hunter (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 23 January 2026
How does Horizons Wealth Management get paid?
Horizons Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Horizons Wealth Management?
Horizons Wealth Management’s main office is at 82 Patton Ave., Suite 206, Asheville, NC 28801. Its phone number is 828-337-9395. Its website is horizonswealth.com.