Blue Horizon Equity, Inc.

RIASEC RegisteredEst. 2026

Total AUM

$746M

Discretionary

$746M

100% of AUM

Avg account

$373K

Accounts

2,002

Employees

Advisory reps

Firm details

Headquarters: Pittsford, New York
CRD number: 341095
Registered since: May 6, 2026
Custodians: PERSHING LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals69.33%
HNWI29.49%
Corporations / Businesses1.05%
Charitable Organizations0.13%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Blue Horizon Equity, Inc. is an independent registered investment adviser and capital allocator that serves both individual/family and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection of other advisers — the last suggesting routine use of external managers for portions of client portfolios. It operates as a registered representative of a broker-dealer and as an insurance broker, and charges fees based on a percentage of AUM as well as hourly and fixed-fee engagements. The firm is not an active ESG investor and is not classified as a multi-state adviser on its snapshot; it became SEC-registered in 2026.