| Name | Title | Ownership | Since |
|---|---|---|---|
| Connie Sue Grosser Control | Chief Compliance Officer | Under 5% | 2023 |
| David Ian Templeton Control | Principal & Portfolio Manager | 10-25% | 2017 |
| Gregory Leo Hoernschemeyer Control | Vice President | 5-10% | 2018 |
Horan Wealth, LLC reports $1.4 billion in regulatory assets under management on its Form ADV.
Horan Wealth, LLC reports 35 employees.
Horan Wealth, LLC is based in Cincinnati, OH and has been SEC-registered since 2025.
Horan Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $1.39B |
| Non-discretionary | $61.1M |
| Total (RAUM) | $1.45B |