Horter Investment Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Cincinnati, OH. Its latest Form ADV filing, dated April 8, 2026, reports $314M in regulatory assets under management, 43 employees, 22 offices, and 2,296 accounts.
Assets Under Management
$314M
Employees
43
Offices
22 offices
Total Clients
1,337
Primary office
CINCINNATI, OH
11726 SEVEN GABLES RD, SYMMES TOWNSHIP, CINCINNATI, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 91.1% of total clients.
Top client categories% of clientsClients
1
Individuals
91.1%
1,218
2
HNWI
5.5%
74
3
Corporations
1.6%
22
4
Other Advisers
1.1%
15
5
Pension Plans
0.6%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$314Mas of April 8, 2026
Discretionary100.0%
$314M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$314M
Total Accounts2,296
10Y AUM Change$-801M (-71.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees43
Clients per Employee31:1
10Y Employee Change-196 (-82.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.