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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

HORIZON WEALTH ADVISORS

HORIZON ADVISORS, LLC, CRD 114102

HOUSTON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a3e68a88-431d-c52b-2b73-c11f5aa8048e

Data as of Sep 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:26 AM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 1
On other graphs: 0
Observed: Mar 30, 2012 to Sep 9, 2026
37 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd= related_bank= bd_reps=0.0
Regulatory AUM: $451MItem 5.F on the latest filing (2026-09-09); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $382M
Private client RAUM: $446MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 8
RAUM per advisor: $56.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 869
Individual clients: 96
High net worth clients: 94
Custody, client assets: $19.5M
SEC number: 801-61731
CRD: 114102
Filings on the tape: 37
First filed: Mar 30, 2012
Latest filed: Sep 9, 2026
Organised: Limited Liability Company, TX
Website: horizon-advisors.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
LAWRENCE EDWARD MADDOX	Certified Financial Planner	HOUSTON, TX	26	41	n/a	no
OWEN MCBEE MURRAY	Chartered Financial Analyst	HOUSTON, TX	21	25	1	no
Rebecca Jo McElroy	n/a	HOUSTON, TX	10	15	n/a	no
COLIN MICHAEL LEE	Certified Financial Planner	HOUSTON, TX	9	11	1	no
JENNIFER MARIE YOUNGBLOOD	n/a	HOUSTON, TX	8	13	n/a	no
JOSEPH WILMOT THOMSON	n/a	HOUSTON, TX	4	41	1	no
Bradley Allan Hughes	Certified Financial Planner	HOUSTON, TX	2	12	1	no
Louis Douglas Hopper	n/a	HOUSTON, TX	0	11	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MADDOX, LAWRENCE, EDWARD	PARTNER, PRESIDENT AND CHIEF COMPLIANCE OFFICER	D	yes	04/1999	Mar 30, 2012	Mar 7, 2024
MURRAY, OWEN, MCBEE	PARTNER, DIRECTOR OF INVESTMENT RESEARCH	B	yes	01/2011	Mar 30, 2012	Mar 7, 2024
LEE, COLIN, MICHAEL	PARTNER, DIRECTOR OF FINANCIAL PLANNING	B	no	12/2020	Jan 4, 2021	Mar 7, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 12, 2026	$451M	$382M	4	4	0	n/a	n/a
2024	Feb 25, 2025	$407M	$335M	5	3	0	n/a	n/a
2023	Feb 12, 2024	$375M	$306M	5	3	0	n/a	n/a
2022	Feb 16, 2023	$339M	$274M	4	3	0	n/a	n/a
2021	Mar 10, 2022	$366M	$320M	4	3	0	n/a	n/a
2020	Feb 23, 2021	$302M	$268M	5	3	0	n/a	n/a
2019	Feb 25, 2020	$265M	$229M	5	3	0	n/a	n/a
2018	Mar 25, 2019	$236M	$210M	5	3	1	n/a	n/a
2017	Mar 26, 2018	$233M	$211M	5	4	1	n/a	n/a
2016	Mar 23, 2017	$209M	$187M	5	4	n/a	n/a	n/a
2015	Mar 22, 2016	$199M	$179M	5	4	n/a	n/a	n/a
2014	Mar 18, 2015	$204M	$183M	5	4	n/a	n/a	n/a
2013	Mar 26, 2014	$231M	$208M	5	4	n/a	n/a	n/a
2012	Mar 19, 2013	$200M	$172M	5	4	n/a	n/a	n/a
2011	Mar 30, 2012	$192M	$155M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	1	0	0	2	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$451M	$407M	10.9%	$339M	10.0%	4	5	0	0

Relationships

Registered with (11)

← Louis Douglas HopperAdvisorregistration: current employment
Jul 1, 2026 to presentfactForm ADV
← Bradley Allan HughesAdvisorregistration: current employment
Sep 18, 2024 to presentfactForm ADV
← JOSEPH WILMOT THOMSONAdvisorregistration: previous registration
May 28, 1999 to Jan 4, 2021factForm ADV
← JENNIFER MARIE YOUNGBLOODAdvisorregistration: current employment
Jul 11, 2018 to presentfactForm ADV
← COLIN MICHAEL LEEAdvisorregistration: current employment
Sep 16, 2017 to presentfactForm ADV
← Rebecca Jo McElroyAdvisorregistration: current employment
Feb 29, 2016 to presentfactForm ADV
← OWEN MCBEE MURRAYAdvisorregistration: current employment
Mar 23, 2005 to presentfactForm ADV
← LAWRENCE EDWARD MADDOXAdvisorregistration: current employment
Feb 28, 2000 to presentfactForm ADV
← RYAN CHRISTOPHER VOGLAdvisorregistration: previous registration
Jan 13, 2014 to May 7, 2018factForm ADV
← HENRY STANTON BRAGGAdvisorregistration: previous registration
Feb 14, 2007 to Jan 16, 2014factForm ADV
← Joseph O'MalleyAdvisorregistration: previous registration
Nov 17, 2003 to Sep 28, 2005factForm ADV

Controls (2)

← MADDOX, LAWRENCE, EDWARDOwnerPARTNER, PRESIDENT AND CHIEF COMPLIANCE OFFICER, ownership code D, individual
Mar 30, 2012 to Mar 7, 2024factForm ADV
← MURRAY, OWEN, MCBEEOwnerPARTNER, DIRECTOR OF INVESTMENT RESEARCH, ownership code B, individual
Mar 30, 2012 to Mar 7, 2024factForm ADV

Owns (1)

← LEE, COLIN, MICHAELOwnerPARTNER, DIRECTOR OF FINANCIAL PLANNING, ownership code B, individual
Jan 4, 2021 to Mar 7, 2024factForm ADV

Dated events

Occurred
Jan 4, 2021
Control person left
Wilmot Joseph Thomson (Vice President, Secretary) no longer on Schedule A of Horizon Wealth Advisors (listed 2020-11-19, absent 2021-01-04)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a3e68a88-431d-c52b-2b73-c11f5aa8048e
First observed: Mar 30, 2012
Last observed: Sep 9, 2026 10 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

HORIZON WEALTH ADVISORS

HORIZON ADVISORS, LLC, CRD 114102

HOUSTON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a3e68a88-431d-c52b-2b73-c11f5aa8048e

Data as of Sep 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:26 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

LAWRENCE EDWARD MADDOX

Certified Financial Planner

HOUSTON, TX

n/a

OWEN MCBEE MURRAY

Chartered Financial Analyst

HOUSTON, TX

Rebecca Jo McElroy

n/a

HOUSTON, TX

n/a

COLIN MICHAEL LEE

Certified Financial Planner

HOUSTON, TX

JENNIFER MARIE YOUNGBLOOD

n/a

HOUSTON, TX

n/a

JOSEPH WILMOT THOMSON

n/a

HOUSTON, TX

Bradley Allan Hughes

Certified Financial Planner

HOUSTON, TX

Louis Douglas Hopper

n/a

HOUSTON, TX

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MADDOX, LAWRENCE, EDWARD

PARTNER, PRESIDENT AND CHIEF COMPLIANCE OFFICER

yes

04/1999

Mar 30, 2012

Mar 7, 2024

MURRAY, OWEN, MCBEE

PARTNER, DIRECTOR OF INVESTMENT RESEARCH

yes

01/2011

Mar 30, 2012

Mar 7, 2024

LEE, COLIN, MICHAEL

PARTNER, DIRECTOR OF FINANCIAL PLANNING

12/2020

Jan 4, 2021

Mar 7, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 12, 2026

$451M

$382M

n/a

2024

Feb 25, 2025

$407M

$335M

n/a

2023

Feb 12, 2024

$375M

$306M

n/a

2022

Feb 16, 2023

$339M

$274M

n/a

2021

Mar 10, 2022

$366M

$320M

n/a

2020

Feb 23, 2021

$302M

$268M

n/a

2019

Feb 25, 2020

$265M

$229M

n/a

2018

Mar 25, 2019

$236M

$210M

n/a

2017

Mar 26, 2018

$233M

$211M

n/a

2016

Mar 23, 2017

$209M

$187M

n/a

2015

Mar 22, 2016

$199M

$179M

n/a

2014

Mar 18, 2015

$204M

$183M

n/a

2013

Mar 26, 2014

$231M

$208M

n/a

2012

Mar 19, 2013

$200M

$172M

n/a

2011

Mar 30, 2012

$192M

$155M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$451M

$407M

10.9%

$339M

10.0%