HORTER INVESTMENT MANAGEMENT, LLC
Firm details
- Headquarters
- CINCINNATI, Ohio
- CRD number
- 119880
- Registered since
- January 12, 2007
- Website
- www.horterinvestment.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals53.18%
- HNWI38.54%
- Corporations / Businesses4.74%
- Pension & Profit Sharing Plans2.32%
- Other Investment Advisers1.22%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Horter Investment Management, LLC is an independent, owner-operated Registered Investment Adviser formed as an LLC and SEC-registered since 2007. The firm functions as a capital allocator and serves both individual/family and institutional clients. Its advisory menu includes financial planning, portfolio management for individuals and small businesses, selection of third‑party advisers, and client education through publications and seminars. Horter also operates as an insurance broker and charges fees on a mix of bases — percentage of assets under management, hourly fees, and fixed fees. The firm is not identified as an active ESG investor in its disclosures.
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
- Public Funds/Mutual Funds59%
- Exchange Traded Equities24%
- Cash & Cash Equivalents12%
- US Government Bonds4%
Owners & executives
3 of 4ROBERT HOPKINS
Chief Compliance OfficerCRD 5573237
Ronnie Mejia
Chief Executive OfficerCRD 6633275
LAWRENCE TIDMORE
President and CEOCRD 4015036
Contacts
3 of 28Brooke Pettit
Financial AdvisorCRD 8044517
GEFFREY LEWIS
Investment Advisor RepresentativeCRD 1060987
TYLER KOEBBE
Investment Advisor RepresentativeCRD 7558184
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 11726 7 Gables Rd
- Time zone
- ET (UTC-5)
- Office locations
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