Horan Capital Management,llc

Horan Capital Management,llc (CRD# 106415) is a financial advisory firm headquartered in Hunt Valley, MD. They manage $485,060,761 in 1,297 accounts and serve the financial needs of clients across 26 states (or territories).

By the Numbers
  • Total Assets Under Management
    485
    MILLION
  • Total Number of Accounts
    1,297
    ACCOUNTS
  • Average Account Value
    $373,987
Compensation Options
  • A percentage of assets under your management
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, FL, GA, HI, IL, KS, MA, MD, MI, MO, NC, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA

Financial Advisors at Horan Capital Management,llc
Showing 1 - 4 of 4 top financial advisors.
1
Samrang-vattana Hai
CRD#: 2776103
20 Wight Avenue, Suite 155, Hunt Valley, MD 21030
96
Wealthminder
score

Samrang-vattana Hai (CRD# 2776103) is an Investment Advisor Representative working at Horan Capital Management,llc in Hunt Valley, MD and has over 20 years of experience in the finance industry.

2
Patrick J. Horan
CRD#: 1034085
Delray Beach, FL
96
Wealthminder
score

Patrick Horan (CRD# 1034085) is an Investment Advisor Representative working at Horan Capital Management,llc in Delray Beach, FL and has over 33 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.

3
Jay P. Schuman
CRD#: 2829743
20 Wight Avenue, Suite 155, Hunt Valley, MD 21030
96
Wealthminder
score

Jay Schuman (CRD# 2829743) is an Investment Advisor Representative working at Horan Capital Management,llc in Hunt Valley, MD and has over 21 years of experience in the finance industry. Jay Schuman 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.

4
Matthew C. Cheney
CRD#: 4798640
20 Wight Avenue, Suite 155, Hunt Valley, MD 21030
71
Wealthminder
score

Matthew Cheney (CRD# 4798640) is an Investment Advisor Representative working at Horan Capital Management,llc in Hunt Valley, MD and has over 13 years of experience in the finance industry. Matthew Cheney 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.