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HORAN SECURITIES, INC.

UUID41b98365-4d04-56f5-a1c6-f2b445dd5348
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:49
Updated2025-10-23 02:23:49

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 40794 40794 1.0
cik 0001671623 1671623
sec_file_number 801-107181 801-107181

Profile

WebsiteHTTP://WWW.HORANWEALTH.COM
HQ CityCINCINNATI
HQ StateOH
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • HORAN WEALTH MANAGEMENT adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)698,229,909.0
  • RAUM (discretionary)696,990,101.0
  • Actionable assets404,826,528.0
  • Accounts2,245.0

Institutional Clients

  • Government AUM0.0
  • Pension AUM2,196,438.0
  • Charitable AUM17,274,739.0
  • HNW AUM385,305,573.0

As of 2025-03-29 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.