Horan Wealth, LLC
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
FINTRXOverview
Horan Wealth, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2025. The firm acts as a capital allocator for both individual and family clients as well as institutional mandates. Its compensation model includes asset-based fees plus hourly and fixed-fee arrangements. The business combines advisory services with broker-dealer and insurance activity—its operations include registered-rep relationships and insurance brokerage. Advisory capabilities listed on filings encompass financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and client education through newsletters and workshops. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- 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
David Templeton
Principal & Portfolio ManagerCRD 5806120
Keith Prince
Director of Financial PlanningCRD 5840907
Brian Van Jura
VP, Senior Wealth AdvisorCRD 4285153
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 229Active vs passive
$961M in ETFs
76%
$734M
22%
$227M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $156M | 208,416 | 16.24% |
Location
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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