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Home > Retirement Planners > ohio > cincinnati > HORAN CAPITAL ADVISORS, LLC
HORAN CAPITAL ADVISORS, LLC
8044 Montgomery Rd
Suite 640
Cincinnati, Ohio 45236
Tel: 513-745-0707
About HORAN CAPITAL ADVISORS, LLC
HORAN CAPITAL ADVISORS, LLC, formally registered with the SEC as HORAN CAPITAL ADVISORS, LLC. The firm was established in 01/25/2013. They have over 1 offices throughout the country.
HORAN CAPITAL ADVISORS, LLC is a Cincinnati, Ohio based Financial Planning firm with nearly $533,606,123 assets under management, offering retirement planning & investment advisory services to 719 clients. The firm is staffed with 14 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 152888 |
| SEC# | 801-77575 |
| Assets Managed by Firm | $533,606,123 |
| No. of Clients | 719 |
| No. of Advisors | 14 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Publication of periodicals and newsletters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 719 | $533,606,123 |
| Individuals (other than high net worth individuals) | 82 | $32,005,274 |
| High net worth individuals | 124 | $448,425,891 |
| Pension and profit sharing plans | 8 | $17,364,327 |
| Charitable organizations | 1 | $454,581 |
| Corporations or other businesses | 7 | $35,356,050 |
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