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Horan Securities, Inc.

CRD 40794SEC# 801-107181Cincinnati, OH
Export (members)
No longer SEC-registered. Horan Securities, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$698.2M
Employees
27
Accounts
2,245
Location
Cincinnati, OH

Horan Securities, Inc. assets under management

Horan Securities, Inc. operates as an SEC-registered investment adviser based in Cincinnati, OH. It reports $698.2 million in regulatory assets under management and employs 27 people.
View on SEC.gov ↗

Horan Securities, Inc. owners & executives

6 reported
NameTitleOwnershipSince
Connie Sue GrosserChief Compliance OfficerUnder 5%2023
Geoffrey Edward SolomonVice PresidentUnder 5%2020
Gregory Leo Hoernschemeyer ControlVice President/Reg RepUnder 5%2018
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Frequently asked questions

How much does Horan Securities, Inc. manage?

Horan Securities, Inc. reports $698.2 million in regulatory assets under management on its Form ADV.

How many employees does Horan Securities, Inc. have?

Horan Securities, Inc. reports 27 employees.

Where is Horan Securities, Inc. located?

Horan Securities, Inc. is based in Cincinnati, OH.

Does Horan Securities, Inc. disclose fund performance?

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

Contact & registration

Address8044 Montgomery Rd, Ste 640, Cincinnati, OH 45236
Office hours8:30-5:00
Discloses disciplinary historyYes

Assets under management

Discretionary$697M
Non-discretionary$1.2M
Total (RAUM)$698.2M