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Horizons Sustainable Financial Services, Inc.

Horizons Sustainable Financial Services, Inc.. CRD 164970

Horizons Sustainable Financial Services, Inc. logo

CRD: 164970

Horizons Sustainable Financial Services, Inc.

Santa FE, NM, 87501
5059829661
horizonssfs.com
$151.2M Total AUM
$150.8M Disc. AUM
8.6% 3Y CAGR
7 Employees
310 ADV. Clients
13 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Folio Investments · Goldman Sachs
Clients
Retail and Institutional
Platforms
Catalyst frontierRidge +more
Established Date
04-25-2013
Office Locations
5

Office Locations

300 Vestavia Parkway STE 2300 Birmingham AL
535 Cerrillos Road Suite A2 Santa FE NM
-- Milwaukie OR

About Horizons Sustainable Financial Services, Inc.

Horizons Sustainable Financial Services provides values-aligned investment management for socially conscious investors, pairing SRI/impact-focused portfolio selection with personalized guidance around goals, lifestyle, and financial situation. The firm also emphasizes shareholder advocacy and engagement as part of its approach. A US SIF member, it publishes an annual Impact Report and has produced 100+ episodes of its Deep Impact Investing podcast.

Team overview

53 AVG AGE
$25.2M AVG AUM / ADVISOR
$487.6K AVG AUM / CLIENT
2.9 yrs AVG TENURE
7 Employees
6 Advisory Reps
6 RIA Reps
13yrs Firm Age

Insights

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Asset Classes

Timber Pathway Timber peak Delta oak Oak

Client Personas

Peak summit

Custodian

Fusion

Investment Themes

Radial Harbor beacon Pathway Eagle Ember foundation Harbor vertex Pioneer

Investment Vehicles

Element ember

Services

Oak unison Pathway Quantum Matrix Value Unison Frontier

Technology

Eagle element Quantum radial Matrix

Owner & Executives

JOHANN ALBERT KLAASSEN

JOHANN ALBERT KLAASSEN

Chief Compliance Officer, President

CRD
#4280579
Ownership
50% but less than 75%
(440) 547-1052
legacy.glacier@crestcapital.com
in linkedin.com/in/optima-fusion

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Contacts

P

Prisma Avery

--

CRD
#8027119
(300) 597-3842
momentum.vector@signalcapital.com
in linkedin.com/in/north-focus
Megan Elizabeth Buchanan

Megan Elizabeth Buchanan

--

CRD
#7315217
(424) 557-6422
foundation.atlas@fusioncapital.com
in linkedin.com/in/vector-wave
V

Value momentum

Fusion optima eagle

CRD
#88350
(970) 461-5283
frontier.frontier@fusioncapital.com
in linkedin.com/in/catalyst-summit

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-06-2022
03-30-2023
07-03-2024
10-16-2025
01-14-2026
Category Assets AVG. Account size
Discretionary $150,825,000 $483,413
Non-Discretionary $333,000 $166,500
Total $151,158,000 $481,395

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Separately Managed Accounts

Total SMA Asset: $151,158,000

$151.2M Total SMA
Equity - Exchange:
20.5%
Public Funds:
7.4%
Cash:
15.4%
Municipal Bonds:
18.6%
Equity - OTC:
11.3%
Corporate - Investment Grade:
26.8%
Asset class Assets Assets %
Equity - Exchange $1,763,230,925 20.5%
Public Funds $636,483,358 7.4%
Cash $1,324,573,475 15.4%
Municipal Bonds $1,599,809,522 18.6%
Equity - OTC $971,927,290 11.3%
Corporate - Investment Grade $2,305,101,891 26.8%
Total $8,601,126,461 100.0%

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