Overview
Assets Under Management: $534 million
Headquarters: CINCINNATI, OH
High-Net-Worth Clients: 125
Average Client Assets: $4 million
Frequently Asked Questions
HORAN CAPITAL ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #152888), HORAN CAPITAL ADVISORS, LLC is subject to fiduciary duty under federal law.
HORAN CAPITAL ADVISORS, LLC is headquartered in CINCINNATI, OH.
HORAN CAPITAL ADVISORS, LLC serves 125 high-net-worth clients according to their SEC filing dated September 23, 2024. View client details ↓
According to their SEC Form ADV, HORAN CAPITAL ADVISORS, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
HORAN CAPITAL ADVISORS, LLC manages $534 million in client assets according to their SEC filing dated September 23, 2024.
According to their SEC Form ADV, HORAN CAPITAL ADVISORS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 125
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.44
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 719
Discretionary Accounts: 686
Non-Discretionary Accounts: 33
Regulatory Filings
CRD Number: 152888
Last Filing Date: 2024-09-23 00:00:00
Website: https://horanwealth.com