HORAN WEALTH, LLC

RIASEC RegisteredEst. 2025
Total AUM
$1.5B
Discretionary
$1.5B
99% of AUM
Avg account
$522K
Accounts
2,817
Employees
32
Advisory reps
24

Firm details

Headquarters
CINCINNATI, Ohio
CRD number
333974
Registered since
April 9, 2025
Website
horanwealth.com
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI75.85%
  • Individuals18.91%
  • Corporations / Businesses2.93%
  • Charitable Organizations1.77%
  • Pension & Profit Sharing Plans0.54%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Horan Wealth, LLC is an independent, SEC-registered investment adviser organized as an LLC. The firm is owned by an individual and reports serving both individuals/families and institutional clients. It charges a mix of fee types—asset-based fees, hourly fees and fixed fees—and operates in dealer and insurance channels as a registered representative of a broker‑dealer and as an insurance broker. Advisory services include comprehensive financial planning, portfolio management for individuals, small businesses and institutional clients, and pension consulting services. Horan Wealth also engages in client education and publishes periodic materials and newsletters. The firm does not position itself as an ESG investor and is not identified as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 48%, Public Funds/Mutual Funds 44%, Investment Grade Corp Bonds 3%, Cash & Cash Equivalents 3%, US Government Bonds 1%, Private Funds 1%, Other 1%48%
  • Exchange Traded Equities48%
  • Public Funds/Mutual Funds44%
  • Investment Grade Corp Bonds3%
  • Cash & Cash Equivalents3%
  • US Government Bonds1%

Owners & executives

3 of 3

  • TERENCE HORAN

    President and Chief Executive OfficerCRD 718264

  • CONNIE GROSSER

    Chief Compliance OfficerCRD 1998135

  • MICHAEL JASON REYNOLDS

    Chief Financial OfficerCRD 7856362

Contacts

3 of 21

  • PAUL CARL

    Vice President, Retirement Plan AdvisorCRD 6249216

  • BRIAN VAN JURA

    VP, Senior Wealth AdvisorCRD 4285153

  • THOMAS REITZES

    Wealth AdvisorCRD 6345096

Unlock 18 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 105

Active vs passive

$658M in ETFs

Passive

87%

$573M

Active

12%

$84.8M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$269M392,59840.85%
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Location

Primary office

CINCINNATI, OH

HAMILTON

Location

CINCINNATI, OH

Headquartered in CINCINNATI, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.

Metro area
Cincinnati-Wilmington-Maysville, OH-KY-IN
Region
Midwest
County
HAMILTON
Address
8044 Montgomery Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth