{"url":"https://nivawealth.com/firms/horizons-wealth-management-127457","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/127457","regulatoryAum":258228931,"crd":"127457","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6612756","suffix":null,"lastName":"Cook","firstName":"Susan","middleName":"Jane"},{"crd":"4870351","suffix":null,"lastName":"HUNTER","firstName":"DAVID","middleName":"S"},{"crd":"4541684","suffix":null,"lastName":"MARTIN","firstName":"GLEN","middleName":"JOEL"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-04-07","regulatoryAum":122530878,"clients":202,"employees":3,"offices":2},{"filedOn":"2022-01-14","regulatoryAum":163298018,"clients":220,"employees":3,"offices":2},{"filedOn":"2023-02-03","regulatoryAum":153773485,"clients":233,"employees":4,"offices":2},{"filedOn":"2024-05-23","regulatoryAum":188806743,"clients":253,"employees":4,"offices":2},{"filedOn":"2025-01-27","regulatoryAum":219485698,"clients":271,"employees":4,"offices":2},{"filedOn":"2026-01-23","regulatoryAum":258228931,"clients":286,"employees":4,"offices":2}],"secFileNumber":"801-116722","legalName":"Horizons 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Horizons Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Horizons Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Horizons Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Horizons Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Horizons Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Horizons Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Horizons Wealth Management?","answer":"Horizons Wealth Management’s main office is at 82 Patton Ave., Suite 206, Asheville, NC 28801. Its phone number is 828-337-9395. 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