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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Ridge oakVertex foundation +more
- Established Date
- 09-13-2019
- Office Locations
- 1
Office Locations
About Horizon Financial
Horizon Financial is a retirement-focused wealth management and financial planning firm serving individuals and couples, with a family-oriented, long-term approach to preserving and managing wealth. The team provides personalized fiduciary portfolio management alongside comprehensive planning, and supports clients through ongoing education via frequent seminars, webinars, and Q&A conference calls. Custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Platform
Services
Technology
Owner & Executives
MARK ALAN CONGDON
Owner, President
- CRD
- #1619131
- Ownership
- 50% but less than 75%
Michael R. Congdon
Chief Compliance Officer, Chief Executive Officer, Owner
- CRD
- #5497417
- Ownership
- 10% but less than 25%
Prime ridge
Bridge horizon
- CRD
- #10898
- Ownership
- 13.5%
Showing 2 of 4 owners & executives
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Jonathan Frank Blazick
Financial Advisor
- CRD
- #6896643
Benjamin Robert Chappell
Analyst
- CRD
- #7436165
Pioneer legacy
Capital wave harbor
- CRD
- #72418
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $510,210,472 | $321,899 |
| Non-Discretionary | $0 | -- |
| Total | $510,210,472 | $321,899 |
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Separately Managed Accounts
Total SMA Asset: $510,210,472
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $381,782,789 | 11.0% |
| Equity - Exchange | $1,100,228,582 | 31.7% |
| U.S. Government/Agency | $1,700,668,786 | 49.0% |
| Cash | $288,072,467 | 8.3% |
| Total | $3,470,752,624 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| BEACON FOUNDATION VERTEX | OAK BEACON | C91135D5Y | HDYN | 3.80% | $99,617,181 |
| PIONEER WAVE CATALYST | FOCUS FOUNDATION | O62YGRJ1E | KSH | 10.81% | $75,444,017 |
| FUSION VITAL | HARBOR BRIDGE | YHVFBO9FN | OCDS | 6.46% | $46,947,701 |
| VALUE ZENITH | VECTOR LEGACY | S5IF5KGFE | XIYQT | 3.52% | $8,407,999 |
| TIMBER TIMBER LEGACY | SUMMIT SUMMIT | OOKNM7JX2 | YCIW | 11.90% | $99,568,418 |
| NORTH CATALYST MOMENTUM | FUSION CREST | KYKY4ACH4 | BUESK | 9.94% | $89,536,529 |
| ELEMENT WAVE SIGNAL | NORTH EMBER | ILJ1BU34X | YJRK | 10.45% | $70,872,209 |
| EMBER ZENITH VECTOR | FRONTIER CATALYST | SW4LM176V | JFW | 9.31% | $93,161,029 |