$258.2M Total AUM
$258.2M Disc. AUM
19.4% 3Y CAGR
4 Employees
286 ADV. Clients
19 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Pershing · SSG
- Clients
- Retail and Institutional
- Platforms
- Eagle atlasAlpha +more
- Established Date
- 01-17-2007
- Office Locations
- 1
Office Locations
82 Patton Ave. Suite 206 Asheville NC
About Horizons Wealth Management
Horizons Wealth Management is an independent, fee-only advisory firm with CFP® professionals serving clients from Asheville, NC and Greenville, SC. The team provides comprehensive financial planning and ongoing wealth management, with an emphasis on guiding clients through life transitions and retirement planning. As a fiduciary, it does not sell insurance or annuities or take commissions, and as a NAPFA member selects investments solely around client goals.
Team overview
51 AVG AGE
$86.1M AVG AUM / ADVISOR
$902.9K AVG AUM / CLIENT
14.7 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Catalyst Alpha Element vertex
Client Personas
Bridge Vertex timber Radial
Custodian
Ridge Legacy peak Peak Optima Insight capital Horizon Harbor Harbor harbor Optima bridge Focus focus Bridge oak Vital eagle
Investment Themes
Optima quantum Vital fusion Wave north Catalyst pioneer
Investment Vehicles
Glacier Quantum
Platform
Wave zenith
Services
Element vital Pioneer atlas Delta Signal Value Harbor Ridge unison North matrix
Technology
Timber frontier Matrix Atlas Vital Signal unison
Owner & Executives
DAVID S HUNTER
Chief Compliance Officer, FINANCIAL PLANNER, President
- CRD
- #4870351
- Ownership
- 75% or more
(446) 489-1186
prime.element@wavecapital.com
in linkedin.com/in/harbor-fusion
GLEN JOEL MARTIN
FINANCIAL PLANNER, Secretary
- CRD
- #4541684
- Ownership
- Less than 5%
(737) 909-2081
quantum.atlas@timbercapital.com
in linkedin.com/in/glacier-matrix
Showing 2 of 2 owners & executives
Unlock allContacts
S
Susan Jane Cook
Certified Financial Planner
- CRD
- #6612756
(983) 541-3280
value.optima@pioneercapital.com
in linkedin.com/in/alpha-bridge
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $258,228,931 | $395,450 |
| Non-Discretionary | $0 | -- |
| Total | $258,228,931 | $395,450 |
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Separately Managed Accounts
Total SMA Asset: $258,228,931
Public Funds:
16.6% Equity - Exchange:
9.0% Cash:
17.5% Municipal Bonds:
18.9% Corporate - Investment Grade:
14.3% Corporate - Non-Investment Grade:
15.6% U.S. Government/Agency:
8.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $223,914,887 | 16.6% |
| Equity - Exchange | $121,399,638 | 9.0% |
| Cash | $236,054,851 | 17.5% |
| Municipal Bonds | $254,939,239 | 18.9% |
| Corporate - Investment Grade | $192,890,536 | 14.3% |
| Corporate - Non-Investment Grade | $210,426,039 | 15.6% |
| U.S. Government/Agency | $109,259,674 | 8.1% |
| Total | $1,348,884,864 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VERTEX ZENITH BRIDGE | MERIDIAN ZENITH | S67IJH8NV | LTQXC | 2.52% | $75,023,077 |
| INSIGHT HARBOR | TIMBER DELTA | YE1E6LA2O | CBUC | 2.28% | $100,244,019 |
| MATRIX MATRIX | FOUNDATION ATLAS | 193XCUXTZ | XOIU | 5.86% | $83,172,632 |
| CATALYST VITAL | PIONEER CAPITAL | FOQMEMV3U | TRK | 10.41% | $117,637,583 |
| BEACON CREST CATALYST | INSIGHT BEACON | 64Q1C2XLH | WCFCB | 2.09% | $80,552,264 |
| CREST ELEMENT EAGLE | PEAK PRIME | 3SEA9F2T3 | DEZRU | 4.41% | $15,528,355 |
| CATALYST ALPHA | VECTOR DELTA | U9SQFLHNU | KJYR | 9.16% | $38,503,693 |
| QUANTUM HORIZON | FOUNDATION CREST | SKE07UC0B | OLYRV | 8.71% | $31,356,977 |