Overview
Assets Under Management: $605 million
Headquarters: HUNT VALLEY, MD
High-Net-Worth Clients: 193
Average Client Assets: $2.0 million
Frequently Asked Questions
HORAN CAPITAL MANAGEMENT,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 #106415), HORAN CAPITAL MANAGEMENT,LLC is subject to fiduciary duty under federal law.
HORAN CAPITAL MANAGEMENT,LLC is headquartered in HUNT VALLEY, MD.
HORAN CAPITAL MANAGEMENT,LLC serves 193 high-net-worth clients according to their SEC filing dated February 28, 2018. View client details ↓
According to their SEC Form ADV, HORAN CAPITAL MANAGEMENT,LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
HORAN CAPITAL MANAGEMENT,LLC manages $605 million in client assets according to their SEC filing dated February 28, 2018.
According to their SEC Form ADV, HORAN CAPITAL MANAGEMENT,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: 193
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.26%
Average Client Assets: $2.0 million
Total Client Accounts: 1,421
Discretionary Accounts: 1,421
Regulatory Filings
CRD Number: 106415
Filing ID: 1178314
Last Filing Date: 2018-02-28 08:45:00