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HORAN WEALTH, LLC
CRD 333974 · SEC 801-132367
8044 MONTGOMERY RD,, STE 640, CINCINNATI, OH, 45236, United States
Phone
513-745-0707
Fax
513-613-3782
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.47B
Discretionary AUM
$1.46B
Team
32 total employees; 20 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 955 | $278.0M |
| High net worth individuals | 453 | $1.11B |
| Pension/profit sharing plans | 4 | $8.0M |
| Charitable organizations | 17 | $26.0M |
| Corporations/business entities | 7 | $43.0M |
States served
AL, AZ, AR, CA, CO, GA, ID, IL, IN, KS, KY, LA, ME, MD, MA, MI, MT, NJ, NM, NY, NC, OH, OR, PA, SC, TN, UT, VA, WV, WI, MO, WA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD