HORTER INVESTMENT MANAGEMENT, LLC

CRD 119880 · SEC 801-67471

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11726 SEVEN GABLES RD, SYMMES TOWNSHIP, CINCINNATI, OH, 45249, United States

Phone

513-984-9933

Fax

513-984-5219

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$314.5M

Discretionary AUM

$314.5M

Team

43 total employees; 29 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-08

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicalsEducational seminars

Client types

Type	Clients	AUM
Individuals	1218	$167.3M
High net worth individuals	74	$121.2M
Pension/profit sharing plans	8	$7.3M
Other investment advisers	15	$3.8M
Corporations/business entities	22	$14.9M

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD