Horan Wealth, LLC
● SEC registered since 2025CRD 333974SEC# 801-132367Cincinnati, OH
Reg. AUM
$1.47B
Employees
32
Accounts
2,817
Location
Cincinnati, OH
Horan Wealth, LLC assets under management
Horan Wealth, LLC operates as an SEC-registered investment adviser based in Cincinnati, OH. The firm has been registered since 2025. It reports $1.5 billion in regulatory assets under management and employs 32 people.
Horan Wealth, LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Connie Sue Grosser Control | Chief Compliance Officer | Under 5% | 2023 |
| David Ian Templeton Control | Principal & Chief Investment Officer | 10-25% | 2017 |
| Gregory Leo Hoernschemeyer Control | Senior Vice President | 5-10% | 2018 |
See all 8 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Horan Wealth, LLC manage?
Horan Wealth, LLC reports $1.5 billion in regulatory assets under management on its Form ADV.
How many employees does Horan Wealth, LLC have?
Horan Wealth, LLC reports 32 employees.
Where is Horan Wealth, LLC located?
Horan Wealth, LLC is based in Cincinnati, OH and has been SEC-registered since 2025.
Does Horan Wealth, LLC disclose fund performance?
Horan Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8044 Montgomery Rd,, Ste 640, Cincinnati, OH 45236 |
| Phone | 513-745-0707 |
| Fax | 513-613-3782 |
| Office hours | 8:30-5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 2072569 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.47B▲ 1%
Jul '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 27%
Larger than 73% of 16,271 advisers
EmployeesTop 17%
More than 83% of 16,825 advisers
Assets under management
$1.47Bregulatory AUM
Discretionary $1.46BNon-discretionary $9M