Investment adviser · CRD 40794
HORAN WEALTH MANAGEMENT
Investment adviser filing (IA)
HORAN SECURITIES, INC.
CINCINNATI, OH, United States · Form ADV filed Mar 29, 2025
- Regulatory AUM
- $698M Form ADV · Item 5.F
- Client accounts
- 2,245 Accounts, not individual clients
- Employees
- 27 Reported in this filing
- Advisory professionals
- 10 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 275 | $385,305,573 | 55.2% |
| Individuals | 1,200 | $293,403,381 | 42.0% |
| Charities | 2 | $17,274,739 | 2.5% |
| Retirement plans | 8 | $2,196,438 | 0.3% |
| Corporations & businesses | 1 | $49,778 | 0.0% |
Filing source
Form ADV 1945890 · Mar 29, 2025 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 29, 2025. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
8044 MONTGOMERY RD, STE 640CINCINNATI, OH, 45236, United States
CRD 40794
Filing source
Form ADV 1945890 · Mar 29, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.