# FINANCIAL HORIZONS, INC.

FINANCIAL HORIZONS, INC. of BEVERLY HILLS, CA is an SEC-registered investment adviser.

## Registration

- CRD: 110741
- Type: SEC-registered investment adviser
- SEC file number: 801-10905
- Location: 136 EL CAMINO DR, SUITE 101, BEVERLY HILLS, CA, 90212
- Phone: 818 505-9313
- Latest filing: 2026-03-30
- Regulatory AUM: $190.0M
- Discretionary AUM: $190.0M
- Clients: 1
- Accounts: 14

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| [James T Adams](https://search.stillhousedata.com/person/715877) | PRESIDENT, CEO, CHIEF COMPLIANCE OFFICER | — |
| [Ursula Edith Lenz](https://search.stillhousedata.com/person/715878) | SECRETARY | — |
| [GRAY ROBERT](https://search.stillhousedata.com/person/790201) | SENIOR VICE PRESIDENT,; SENIOR VICE PRESIDENT, CHIEF FINANCIAL OFFICER,; SENIOR VICE PRESIDENT, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | — |
| [ADAMS JAMES T](https://search.stillhousedata.com/person/790202) | PRESIDENT, CEO; PRESIDENT, CEO, CHIEF COMPLIANCE OFFICER | — |
| [GRAY FAYOLA M](https://search.stillhousedata.com/person/790203) | SECRETARY | — |
| [LENZ URSULA EDITH](https://search.stillhousedata.com/person/850796) | SECRETARY | — |
| [James T. Adams](https://search.stillhousedata.com/person/1000013) | PRESIDENT, CEO, CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/110741/brochure
- Similar advisers: https://search.stillhousedata.com/firm/110741/similar
- Related entities: https://search.stillhousedata.com/firm/110741/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/110741

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.