Horan Wealth, LLC
Cincinnati, OH·SEC-registered · CRD #333974
Horan Wealth, LLC is an SEC-registered investment advisory firm in Cincinnati, OH managing $1.5B across 2.8k client accounts, with 20 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.5B
Client accounts
2.8k
Advisory staff
20
Fee model
Fee-based
How Horan Wealth, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Horan Wealth, LLC
How much does Horan Wealth, LLC manage?
Per its most recent SEC Form ADV filing (06/26/2026), Horan Wealth, LLC reports $1.5B in regulatory assets under management across roughly 2.8k client accounts.
How does Horan Wealth, LLC charge?
Horan Wealth, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Horan Wealth, LLC a fiduciary?
Yes. Horan Wealth, LLC is registered with the U.S. Securities and Exchange Commission (CRD #333974), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Horan Wealth, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Horan Wealth, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Horan Wealth, LLC's public SEC Form ADV filing (CRD #333974, filed 06/26/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Horan Wealth, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Horan Wealth, LLC? Claim this profile.