Horter Investment Management, LLC
● SEC registered since 2007CRD 119880SEC# 801-67471Cincinnati, OH
Reg. AUM
$314.5M
Employees
43
Accounts
2,296
Location
Cincinnati, OH
Horter Investment Management, LLC assets under management
Horter Investment Management, LLC is an SEC-registered investment adviser based in Cincinnati, OH. The firm has been registered since 2007. It reports $314.5 million in regulatory assets under management and employs 43 people.
Horter Investment Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Drew Kent Horter Control | President/Ceo/Managing Member | Over 75% | 1991 |
| Kevin Craig Hetzer Control | Chief Operating Officer | Under 5% | 2019 |
| Robert Lee Hopkins Control | Chief Compliance Officer | Under 5% | 2023 |
Frequently asked questions
How much does Horter Investment Management, LLC manage?
Horter Investment Management, LLC reports $314.5 million in regulatory assets under management on its Form ADV.
How many employees does Horter Investment Management, LLC have?
Horter Investment Management, LLC reports 43 employees.
Where is Horter Investment Management, LLC located?
Horter Investment Management, LLC is based in Cincinnati, OH and has been SEC-registered since 2007.
Does Horter Investment Management, LLC disclose fund performance?
Horter Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 11726 Seven Gables Rd, Symmes Township, Cincinnati, OH 45249 |
| Phone | 513-984-9933 |
| Fax | 513-984-5219 |
| Office hours | 8:30 - 5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$314.5M▲ 13%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
EmployeesTop 13%
More than 87% of 16,825 advisers
Assets under management
$314.5Mregulatory AUM
Discretionary $314.5M