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HORAN WEALTH, LLC
CRD 333974File 801-132367
APPROVED
Retail clients
Custody
Filing as of Jun 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.47B
Above cohort median (national)
Discretionary AUM
$1.46B
Non-discretionary $9.0M
Clients
1,436
2,817 accounts
Employees
32
Top 25% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 9, 2025
- Principal office
- 8044 MONTGOMERY RD,, STE 640, CINCINNATI, OH, 45236
- Phone
- 513-745-0707
- Website
- HTTP://www.horanwealth.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.47B
- Discretionary AUM
- $1.46B
- Non-discretionary AUM
- $9.0M
- Discretionary accounts
- 2,788
- Non-discretionary accounts
- 29
- Total accounts
- 2,817
- AUM per client
- $1.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 7 | $43.0M |
| Charitable organizations | 17 | $26.0M |
| High net worth individuals | 453 | $1.11B |
| Pension and profit sharing plans | 4 | $8.0M |
| Individuals (other than high net worth individuals) | 955 | $278.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.