Horan Wealth, 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 March 24, 2026, reports $1.5B in regulatory assets under management, 32 employees, 2 offices, and 2,817 accounts.
Assets Under Management
$1.5B
Employees
32
Offices
2 offices
Total Clients
1,436
Primary office
CINCINNATI, OH
8044 MONTGOMERY RD, STE 640, CINCINNATI, OH, United States
Top client segmentIndividuals represent 66.5% of total clients.
Top client categories% of clientsClients
1
Individuals
66.5%
955
2
HNWI
31.5%
453
3
Charitable
1.2%
17
4
Corporations
0.5%
7
5
Pension Plans
0.3%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.5Bas of March 24, 2026
Discretionary99.4%
$1.5B
99% of total RAUM99.4%
Non-discretionary0.6%
$9M
1% of total RAUM0.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.5B
Total Accounts2,817
10Y AUM Change+$1.5B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees32
Clients per Employee45:1
10Y Employee Change+1 (+3.2%)
* 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.