Horan Capital Advisors, LLC

Horan Capital Advisors, LLC (CRD# 152888) is a financial advisory firm headquartered in Cincinnati, OH. They manage $533,606,123 in 719 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
8044 Montgomery Rd, Suite 640, Cincinnati, OH 45236
https://www.linkedin.com/company/horan-wealth/mycompany/
By the Numbers
  • Total Assets Under Management
    534
    MILLION
  • Total Number of Accounts
    719
    ACCOUNTS
  • Average Account Value
    $742,150
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, FL, IN, KY, NE, NY, OH, SC, TX

Financial Advisors at Horan Capital Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Mark Bennett, financial advisor Cincinnati OH
Mark A. Bennett
CRD#: 1080275
8044 Montgomery Rd, Suite 640, Cincinnati, OH 45236

Mark Bennett (CRD# 1080275) is an Investment Advisor Representative working at Horan Capital Advisors, LLC in Cincinnati, OH and has 1 year of experience in the finance industry.

2
Todd Poellein, financial advisor Cincinnati OH
Todd A. Poellein
CRD#: 4651556
8044 Montgomery Rd, Suite 640, Cincinnati, OH 45236

Todd Poellein (CRD# 4651556) is an Investment Advisor Representative working at Horan Capital Advisors, LLC in Cincinnati, OH and has over 20 years of experience in the finance industry.

3
David Templeton, financial advisor Cincinnati OH
David I. Templeton
CRD#: 5806120
8044 Montgomery Rd, Suite 640, Cincinnati, OH 45236

David Templeton (CRD# 5806120) is an Investment Advisor Representative working at Horan Capital Advisors, LLC in Cincinnati, OH and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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