Horan Capital Management,llc
Horan Capital Management,llc (CRD# 106415) is a financial advisory firm headquartered in Hunt Valley, MD. They manage $442,051,994 in 1,274 accounts and serve the financial needs of clients across 23 states (or territories).
Total Assets Under Management442MILLION
Total Number of Accounts1,274ACCOUNTS
Average Account Value$346,980
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, AZ, CA, CO, CT, FL, GA, IL, KS, MA, MD, MI, MO, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WA
Patrick Horan (CRD# 1034085) is an Investment Advisor Representative working at Horan Capital Management,llc in Delray Beach, FL and has over 31 years of experience in the finance industry. Patrick Horan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.