PPrivate Fund Data
CompaniesFundsPeopleRankingsScreener

Horan Capital Advisors, LLC

CRD 152888SEC# 801-77575Cincinnati, OH
Export (members)
No longer SEC-registered. Horan Capital Advisors, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$595.9M
Employees
14
Accounts
748
Location
Cincinnati, OH

Horan Capital Advisors, LLC assets under management

Horan Capital Advisors, LLC is an SEC-registered investment adviser based in Cincinnati, OH. It reports $595.9 million in regulatory assets under management and employs 14 people.

Horan Capital Advisors, LLC owners & executives

4 reported
NameTitleOwnershipSince
David Ian Templeton ControlChief Compliance Officer25-50%2017
Mark Allen Bennett ControlVice President25-50%2017
Terence Lee Horan ControlPresidentUnder 5%2019
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Horan Capital Advisors, LLC manage?

Horan Capital Advisors, LLC reports $595.9 million in regulatory assets under management on its Form ADV.

How many employees does Horan Capital Advisors, LLC have?

Horan Capital Advisors, LLC reports 14 employees.

Where is Horan Capital Advisors, LLC located?

Horan Capital Advisors, LLC is based in Cincinnati, OH.

Does Horan Capital Advisors, LLC disclose fund performance?

Horan Capital Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8044 Montgomery Rd, Suite 640, Cincinnati, OH 45236
Office hours8:30 a.m. - 5:00 p.m.
Discloses disciplinary historyYes

Regulatory AUM

$595.9MNo change
Mar '25 — $595.9MApr '25 — $595.9MMay '25 — $595.9MJun '25 — $595.9MJul '25 — $595.9MAug '25 — $595.9MSep '25 — $595.9MOct '25 — $595.9MNov '25 — $595.9MDec '25 — $595.9MJan '26 — $595.9MFeb '26 — $595.9MMar '26 — $595.9MApr '26 — $595.9MMay '26 — $595.9MJun '26 — $595.9M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 44%
Larger than 56% of 16,271 advisers
EmployeesTop 32%
More than 68% of 16,825 advisers

Assets under management

$595.9Mregulatory AUM
Discretionary $553.9MNon-discretionary $42M