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Horter Investment Management, LLC

● SEC registered since 2007CRD 119880SEC# 801-67471Cincinnati, OH
Export (members)
Reg. AUM
$278M
Employees
41
Accounts
2,136
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 $278 million in regulatory assets under management and employs 41 people.

Horter Investment Management, LLC owners & executives

4 reported
NameTitleOwnershipSince
Drew Kent Horter ControlOwnerOver 75%1991
Keith Andrew Schmidt ControlPresidentUnder 5%2023
Kevin Craig Hetzer ControlChief Operating OfficerUnder 5%2019
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Frequently asked questions

How much does Horter Investment Management, LLC manage?

Horter Investment Management, LLC reports $278 million in regulatory assets under management on its Form ADV.

How many employees does Horter Investment Management, LLC have?

Horter Investment Management, LLC reports 41 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

Address11726 Seven Gables Rd, Symmes Township, Cincinnati, OH 45249
Phone513-984-9933
Fax513-984-5219
Office hours8:30 - 5:00
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$278M
Non-discretionary$0
Total (RAUM)$278M