Horan Wealth, LLC

RIASEC RegisteredEst. 2025

Total AUM

$1.5B

Discretionary

$1.5B

99% of AUM

Avg account

$522K

Accounts

2,817

Employees

Advisory reps

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 registered investment adviser organized as an LLC and registered with the SEC. The firm serves both individual and family clients as well as institutional relationships and identifies itself as a capital allocator that hires third-party managers. Its advisory services include financial planning, portfolio management for individuals and businesses, pension consulting, publications and educational seminars. The firm also operates as a registered representative of a broker‑dealer and as an insurance broker, and it charges clients via a mix of AUM fees, hourly rates and fixed fees. The firm does not position itself as an ESG investor. It appears to combine fiduciary advisory work with broker/dealer and insurance activities, which suggests a hybrid operating model that can deliver both advisory and transactional/insurance solutions.