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- Custodian
- Capital Group · Charles Schwab & Company · Nationwide
- Clients
- Retail and Institutional
- Platforms
- FocusFusion
- Established Date
- 09-15-2011
- Office Locations
- 2
Office Locations
About Horizon Financial Services, LLC
Horizon Financial Services is an independent fiduciary, SEC-registered RIA serving families and retirees with personalized wealth counseling. The firm provides integrated investment management and planning—retirement and income strategy, tax minimization, legacy planning, and risk management—coordinating with clients’ CPAs and estate attorneys. Its proprietary Horizon Planning Process (PLAN Success Cycle, Wealth CheckPoints, Portfolio Pillars) drives ongoing portfolio monitoring and rebalancing; insurance solutions are offered via an affiliated company.
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Owner & Executives
JOHN JOSEPH BRAIS
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #5704627
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
JARED GABRIEL JOHNSON
Financial Planner
- CRD
- #5816323
SAMUEL SEYMOUR MERRICK Jr.
--
- CRD
- #7975954
Pioneer legacy
Zenith frontier
- CRD
- #44646
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $262,446,082 | $218,160 |
| Non-Discretionary | $0 | -- |
| Total | $262,446,082 | $218,160 |
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Separately Managed Accounts
Total SMA Asset: $262,446,082
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $572,474,260 | 27.0% |
| Corporate - Investment Grade | $120,855,677 | 5.7% |
| Equity - Exchange | $228,989,704 | 10.8% |
| Cash | $233,230,254 | 11.0% |
| Other | $549,151,235 | 25.9% |
| U.S. Government/Agency | $415,573,907 | 19.6% |
| Total | $2,120,275,037 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| INSIGHT INSIGHT | PRIME QUANTUM | TCZIDXM9A | OLDHP | 10.50% | $31,510,777 |
| BEACON FOCUS | TIMBER NORTH | OI5KC257S | MPB | 7.91% | $18,168,082 |
| PEAK PEAK VECTOR | EAGLE WAVE | 2ELUKX2BL | PDPF | 1.95% | $80,875,324 |
| WAVE PATHWAY | QUANTUM HARBOR | ZGAE4OUWQ | VMRAN | 6.37% | $25,639,888 |
| WAVE EAGLE | PRIME VALUE | 2E7PX42K3 | GVE | 11.71% | $48,549,177 |
| OPTIMA WAVE BRIDGE | HORIZON CATALYST | 9JSLLKT0W | FKYTP | 7.58% | $39,188,295 |
| PIONEER SIGNAL UNISON | EMBER OPTIMA | 1PY9TKW9B | CYK | 4.86% | $89,132,748 |
| PRIME FOUNDATION | SUMMIT CREST | 0QQFYCLV3 | ZOOZ | 6.34% | $93,265,959 |