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Building 2HORAN CAPITAL ADVISORS, LLC

Map pinCINCINNATI, OH
Phone513-745-0707
NotebookSEC #801-77575
Total AUM
$595.9M
Employees
14
Clients
225

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8044 MONTGOMERY RD
SUITE 640
CINCINNATI
OH 45236
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
513-745-0707

ReceiptFinancials

Total AUM
$595.9M
Accounts
748
Discretionary
$553.9M
Accounts
689
Non-Discretionary
$42M
Accounts
59

ContactClients

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Individual Clients
84
AUM
$36M
HNW Individual Clients
125
AUM
$515.1M
Pension/Profit Sharing Plan Clients
8
AUM
$10.1M
Charitable Organization Clients
1
AUM
$123.4K
Corporation or Business Clients
7
AUM
$34.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
COFLINKYNYOHSCTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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