Benjamin Robert Chappell
Financial advisor at Horizon Advisory Services, Inc. · West Henrietta, NY
Last updated 2026-10-10
Claim your profileBenjamin Robert Chappell is a financial advisor at Horizon Advisory Services, Inc. in West Henrietta, NY, CRD 7436165. Licenses and exams on the registration: Series 65. First registered 2022-04-27.
Registration
- CRD number
- 7436165
- Registration status
- Active
- First registered
- 2022-04-27
- Years of experience
- 14
- States registered
- FL, MA, MD, NC, NH, NY, PA, SC, TX, VA
Licenses and exams
- Series 65
Work history
- 2021-09 to Present · Horizon Advisory Services, Inc. · West Henrietta, NY
- 2011-11 to 2021-08 · Haley & Aldrich, Inc. · Henrietta, NY
Current employment
- Horizon Financial · West Henrietta, NY
Horizon Advisory Services, Inc.
- Regulatory AUM
- $510,210,472
- Registered advisors
- 9
- Offices
- 3
- Clients per advisor
- 81.6 (Moderate)
- Average AUM per client
- $695.1K (Low)
- High-net-worth client ratio
- 16.3% (Moderate)
Horizon Advisory Services, Inc.: advisors, services and reported ETF investments
Reported ETF positions
Horizon Advisory Services reports 14 ETF positions worth $223.1M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| FTCE — First Trust New Constructs Core Earnings Leaders ETF | $50.7M |
| RDVY — First Trust Rising Dividend Achievers ETF | $42.4M |
| JEPI — JPMorgan Equity Premium Income ETF | $36.3M |
| HGER — Harbor All-Weather Inflation Focus ETF | $34.2M |
| IBTG — iShares iBonds Dec 2026 Term Treasury ETF | $20.5M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Horizon Advisory Services's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $292.1K | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | IVV — iShares Core S&P 500 ETF | $292.1K | Top 99.6% | Addressable AUM $10.8T · Peer conviction 74.5% |
| Residual Alpha | EFA — iShares MSCI EAFE ETF | $649.3K | Top 95.3% | Residual alpha 0.00% · Residual Sharpe 0.00 |
| Diversification Benefits | HGER — Harbor All-Weather Inflation Focus ETF | $34.2M | Top 90.4% | Replicability (R²) 86.2% · Residual Sharpe 0.19 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Horizon Advisory Services, Inc. on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
Location
5582 West Henrietta Road, West Henrietta, NY 14586
7 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 585-334-3600
- Website: horizonfinancial.net
Official record
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