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Horizon Family Wealth, Inc.

Horizon Family Wealth, Inc.. CRD 315484

Horizon Family Wealth, Inc. logo

CRD: 315484

Horizon Family Wealth, Inc.

Chicago, IL, 60606
3124429192
www.horizonfamilywealth.com
$278.8M Total AUM
$278.8M Disc. AUM
-- 3Y CAGR
2 Employees
94 ADV. Clients
4 yrs Firm Age

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Firm Details

Custodian
Raymond James
Clients
Retail and Institutional
Platforms
--
Established Date
09-01-2021
Office Locations
1

Office Locations

-- Chicago IL

About Horizon Family Wealth, Inc.

Horizon Family Wealth is a Chicago-based registered investment adviser delivering personalized wealth management and comprehensive planning, often coordinating with clients’ attorneys and accountants. The firm focuses on families and individuals, business owners/entrepreneurs, family offices, and physicians, with a risk-management mindset and ETF-centered portfolio implementation. Custody is through Raymond James.

Team overview

-- AVG AGE
$278.8M AVG AUM / ADVISOR
$3.0M AVG AUM / CLIENT
2.2 yrs AVG TENURE
2 Employees
1 Advisory Reps
2 RIA Reps
4yrs Firm Age

Insights

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Asset Classes

Crest Zenith unison Oak legacy Crest Peak alpha Meridian atlas Timber unison North Radial

Client Personas

Beacon beacon Catalyst

Custodian

Peak pathway Matrix fusion Insight Timber vector

Investment Themes

Summit Fusion Capital horizon

Investment Vehicles

Capital

Platform

Momentum Frontier vital

Services

Wave Wave Peak frontier Value delta Legacy Pathway summit Bridge optima Glacier Pioneer Focus

Owner & Executives

J

JOSEPH BLANE SHEA IV

Managing DIrector, Managing Partner

CRD
#2726131
Ownership
75% or more
(570) 759-9124
momentum.vital@matrixcapital.com
in linkedin.com/in/frontier-frontier
S

SHARESE NICOLE ABBADESSA

Chief Compliance Officer

CRD
#5166772
Ownership
Less than 5%
(586) 842-1811
optima.harbor@frontiercapital.com
in linkedin.com/in/momentum-north

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Contacts

C

Charles Edward Morris

Research Associate

CRD
#8229635
(360) 525-8924
frontier.catalyst@northcapital.com
in linkedin.com/in/bridge-momentum

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-01-2022
11-29-2023
03-15-2024
03-19-2025
03-20-2026
Category Assets AVG. Account size
Discretionary $278,813,453 $667,018
Non-Discretionary $0 --
Total $278,813,453 $667,018

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Separately Managed Accounts

Total SMA Asset: $278,813,453

$278.8M Total SMA
Equity - Exchange:
23.5%
Public Funds:
28.7%
Cash:
26.8%
U.S. Government/Agency:
5.2%
Other:
15.8%
Asset class Assets Assets %
Equity - Exchange $1,271,992,459 23.5%
Public Funds $1,553,454,620 28.7%
Cash $1,450,612,677 26.8%
U.S. Government/Agency $281,462,161 5.2%
Other $855,211,951 15.8%
Total $5,412,733,868 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
OPTIMA OPTIMA FRONTIER FRONTIER OPTIMA KGCQ1SCS5 WFPYZ 5.38% $17,359,076
PEAK ALPHA SIGNAL FRONTIER DELTA R4NL6Z3P7 OPSFR 9.04% $107,148,933
BRIDGE OAK ELEMENT DELTA 1BMJRS0XO UFL 12.46% $72,725,915
RIDGE OAK OPTIMA EAGLE I063780XJ PGD 6.65% $83,575,398
CREST TIMBER UNISON BEACON 7U8I06ZNX MPZM 2.87% $57,164,758
SIGNAL BRIDGE INSIGHT ALPHA 0CWJRHTN2 KJE 5.54% $71,272,926
BEACON PIONEER RADIAL CATALYST 5RH0UCSYO XDTMU 0.99% $86,170,301
MERIDIAN FOUNDATION BRIDGE VALUE OU78JDC7W UYGLR 2.87% $42,043,518

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