HORAN CAPITAL ADVISORS, LLC
CRD #152888 SEC #801-77575 CINCINNATI, OH 513-745-0707
SEC Registered
Total AUM
$595.9M
Discretionary
$553.9M
Employees
14
Clients
0
Accounts
748
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 30, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CHAPMAN, AMANDA, ELIZABETH | I | COMPLIANCE MANAGER | NA | |
| CHAPMAN, AMANDA, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHAPMAN, AMANDA, ELIZABETH | I | COMPLIANCE MANAGER | NA | |
| CHAPMAN, AMANDA, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHAPMAN, AMANDA, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHAPMAN, AMANDA, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHAPMAN, AMANDA, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| FERRELL, AMANDA, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| FERRELL, AMANDA, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| FERRELL, AMANDA, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| FERRELL, AMANDA, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| FERRELL, AMANDA, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| FERRELL, AMANDA, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| HENDRICKS, JAMES, ROBERT | I | CHIEF FINANCIAL OFFICER | NA | |
| HENDRICKS, JAMES, ROBERT | I | CHIEF FINANCIAL OFFICER | NA | |
| HENDRICKS, JAMES, ROBERT | I | CHIEF FINANCIAL OFFICER | NA | |
| HENDRICKS, JAMES, ROBERT | I | CHIEF FINANCIAL OFFICER | NA | |
| HENDRICKS, JAMES, ROBERT | I | CHIEF FINANCIAL OFFICER | NA | |
| HENDRICKS, JAMES, ROBERT | I | CHIEF FINANCIAL OFFICER | NA | |
| HENDRICKS, JAMES, ROBERT | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HENDRICKS, JAMES, ROBERT | I | CHIEF FINANCIAL OFFICER | NA | |
| HENDRICKS, JAMES, ROBERT | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HENDRICKS, JAMES, ROBERT | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HENDRICKS, JAMES, ROBERT | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HENDRICKS, JAMES, ROBERT | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HENDRICKS, JAMES, ROBERT | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HENDRICKS, JAMES, ROBERT | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HENDRICKS, JAMES, ROBERT | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HENDRICKS, JAMES, ROBERT | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HENDRICKS, JAMES, ROBERT | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HENDRICKS, JAMES, ROBERT | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HENDRICKS, JAMES, ROBERT | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HENDRICKS, JAMES, ROBERT | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HENDRICKS, JAMES, ROBERT | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HENDRICKS, JAMES, ROBERT | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HENDRICKS, JAMES, ROBERT | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HENDRICKS, JAMES, ROBERT | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HORAN, TERENCE, LEE | I | PRESIDENT | NA | |
| HORAN, TERENCE, LEE | I | PRESIDENT | NA | |
| HORAN, TERENCE, LEE | I | PRESIDENT | NA | |
| HORAN, TERENCE, LEE | I | PRESIDENT | NA | |
| HORAN, TERENCE, LEE | I | PRESIDENT | NA | |
| HORAN, TERENCE, LEE | I | PRESIDENT | NA | |
| HORAN, TERENCE, LEE | I | PRESIDENT | NA | |
| HORAN, TERENCE, LEE | I | PRESIDENT | NA | |
| HORAN, TERENCE, LEE | I | PRESIDENT | NA | |
| HORAN, TERENCE, LEE | I | PRESIDENT | NA | |
| HORAN, TERENCE, LEE | I | PRESIDENT | NA | |
| HORAN, TERENCE, LEE | I | PRESIDENT | NA | |
| HORAN, TERENCE, LEE | I | PRESIDENT | NA | |
| HORAN, TERENCE, LEE | I | PRESIDENT | NA | |
| HORAN, TERENCE, LEE | I | PRESIDENT | NA | |
| HORAN, TERENCE, LEE | I | CEO | NA | |
| HORAN, TERENCE, LEE | I | PRESIDENT | NA | |
| HORAN, TERENCE, LEE | I | PRESIDENT | NA | |
| HORAN, TERENCE, LEE | I | PRESIDENT | NA | Control |
| HORAN, TERENCE, LEE | I | PRESIDENT | NA | Control |
| HORAN, TERENCE, LEE | I | PRESIDENT | NA | Control |
| HORAN, TERENCE, LEE | I | PRESIDENT | NA | Control |
| HORAN, TERENCE, LEE | I | PRESIDENT | NA | Control |
| HORAN, TERENCE, LEE | I | PRESIDENT | NA | Control |
| HORAN, TERENCE, LEE | I | PRESIDENT | NA | Control |
| HORAN, TERENCE, LEE | I | PRESIDENT | NA | Control |
| HORAN, TERENCE, LEE | I | PRESIDENT | NA | Control |
| HORAN, TERENCE, LEE | I | PRESIDENT | NA | Control |
| HORAN, TERENCE, LEE | I | PRESIDENT | NA | Control |
| HORAN, TERENCE, LEE | I | PRESIDENT | NA | Control |
| HORAN, TERENCE, LEE | I | PRESIDENT | NA | Control |
| HORAN, TERENCE, LEE | I | PRESIDENT | NA | Control |
| HORAN, TERENCE, LEE | I | PRESIDENT | NA | Control |
| HORAN, TERENCE, LEE | I | PRESIDENT | NA | Control |
| HORAN, TERENCE, LEE | I | PRESIDENT | NA | Control |
| HORAN, TERENCE, LEE | I | PRESIDENT | NA | Control |
| HORAN, TERENCE, LEE | I | PRESIDENT | NA | Control |
| HORAN, TERENCE, LEE | I | PRESIDENT | NA | Control |
| HORAN, TERENCE, LEE | I | PRESIDENT | NA | Control |
| HORAN, TERENCE, LEE | I | PRESIDENT | NA | Control |
| KREBS, KURT, B | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KREBS, KURT, B | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KREBS, KURT, B | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KREBS, KURT, B | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KREBS, KURT, B | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KREBS, KURT, B | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KREBS, KURT, B | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KREBS, KURT, B | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KREBS, KURT, B | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KREBS, KURT, B | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KREBS, KURT, B | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KREBS, KURT, B | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KREBS, KURT, B | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SHOEMAKE, THOMAS, ALLEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SHOEMAKE, THOMAS, ALLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SHOEMAKE, THOMAS, ALLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SHOEMAKE, THOMAS, ALLEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SHOEMAKE, THOMAS, ALLEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SHOEMAKE, THOMAS, ALLEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SHOEMAKE, THOMAS, ALLEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SHOEMAKE, THOMAS, ALLEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SHOEMAKE, THOMAS, ALLEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SHOEMAKE, THOMAS, ALLEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SHOEMAKE, THOMAS, ALLEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| TRAGESSER, MICHAEL, E | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TRAGESSER, MICHAEL, E | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TRAGESSER, MICHAEL, E | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TRAGESSER, MICHAEL, E | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TRAGESSER, MICHAEL, E | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TRAGESSER, MICHAEL, E | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TRAGESSER, MICHAEL, E | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TRAGESSER, MICHAEL, E | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TRAGESSER, MICHAEL, E | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TRAGESSER, MICHAEL, E | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TRAGESSER, MICHAEL, E | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TRAGESSER, MICHAEL, E | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TRAGESSER, MICHAEL, E | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TRAGESSER, MICHAEL, E | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TRAGESSER, MICHAEL, E | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BENNETT, MARK, ALLEN | I | PRINCIPAL | C | |
| BENNETT, MARK, ALLEN | I | PRINCIPAL | C | |
| BENNETT, MARK, ALLEN | I | PRINCIPAL | C | |
| BENNETT, MARK, ALLEN | I | PRINCIPAL | C | |
| BENNETT, MARK, ALLEN | I | PRINCIPAL | C | |
| BENNETT, MARK, ALLEN | I | PRINCIPAL | C | |
| BENNETT, MARK, ALLEN | I | PRINCIPAL | C | |
| BENNETT, MARK, ALLEN | I | PRINCIPAL | C | |
| BENNETT, MARK, ALLEN | I | PRINCIPAL | C | |
| BENNETT, MARK, ALLEN | I | PRINCIPAL | C | |
| BENNETT, MARK, ALLEN | I | PRINCIPAL | C | |
| BENNETT, MARK, ALLEN | I | PRINCIPAL | C | |
| BENNETT, MARK, ALLEN | I | PRINCIPAL | C | |
| BENNETT, MARK, ALLEN | I | PRINCIPAL | C | |
| BENNETT, MARK, ALLEN | I | PRINCIPAL | C | |
| BENNETT, MARK, ALLEN | I | VICE PRESIDENT | C | |
| BENNETT, MARK, ALLEN | I | VICE PRESIDENT | C | |
| BENNETT, MARK, ALLEN | I | PRINCIPAL | C | |
| BENNETT, MARK, ALLEN | I | PRINCIPAL | C | |
| BENNETT, MARK, ALLEN | I | VICE PRESIDENT | C | |
| BENNETT, MARK, ALLEN | I | VICE PRESIDENT | C | |
| BENNETT, MARK, ALLEN | I | VICE PRESIDENT | C | |
| BENNETT, MARK, ALLEN | I | VICE PRESIDENT | C | |
| BENNETT, MARK, ALLEN | I | VICE PRESIDENT | C | |
| BENNETT, MARK, ALLEN | I | VICE PRESIDENT | C | |
| BENNETT, MARK, ALLEN | I | VICE PRESIDENT | C | Control |
| BENNETT, MARK, ALLEN | I | VICE PRESIDENT | C | Control |
| BENNETT, MARK, ALLEN | I | VICE PRESIDENT | C | Control |
| BENNETT, MARK, ALLEN | I | VICE PRESIDENT | C | Control |
| BENNETT, MARK, ALLEN | I | VICE PRESIDENT | C | Control |
| BENNETT, MARK, ALLEN | I | VICE PRESIDENT | C | Control |
| BENNETT, MARK, ALLEN | I | VICE PRESIDENT | C | Control |
| BENNETT, MARK, ALLEN | I | VICE PRESIDENT | C | Control |
| BENNETT, MARK, ALLEN | I | VICE PRESIDENT | C | Control |
| BENNETT, MARK, ALLEN | I | VICE PRESIDENT | C | Control |
| BENNETT, MARK, ALLEN | I | VICE PRESIDENT | C | Control |
| BENNETT, MARK, ALLEN | I | VICE PRESIDENT | C | Control |
| BENNETT, MARK, ALLEN | I | VICE PRESIDENT | C | Control |
| BENNETT, MARK, ALLEN | I | VICE PRESIDENT | C | Control |
| BENNETT, MARK, ALLEN | I | VICE PRESIDENT | C | Control |
| BENNETT, MARK, ALLEN | I | VICE PRESIDENT | C | Control |
| HORAN ASSOCIATES | DE | OWNER | C | |
| HORAN ASSOCIATES | DE | OWNER | C | |
| HORAN ASSOCIATES | DE | OWNER | C | |
| HORAN ASSOCIATES | DE | OWNER | C | |
| HORAN ASSOCIATES | DE | OWNER | C | |
| HORAN ASSOCIATES | DE | OWNER | C | |
| HORAN ASSOCIATES | DE | OWNER | C | |
| HORAN ASSOCIATES | DE | OWNER | C | |
| HORAN ASSOCIATES | DE | OWNER | C | |
| HORAN ASSOCIATES | DE | OWNER | C | |
| HORAN ASSOCIATES | DE | OWNER | C | |
| HORAN ASSOCIATES | DE | OWNER | C | |
| HORAN ASSOCIATES | DE | OWNER | C | |
| HORAN ASSOCIATES | DE | OWNER | C | |
| HORAN ASSOCIATES | DE | OWNER | C | |
| HORAN ASSOCIATES | DE | OWNER | C | |
| HORAN ASSOCIATES | DE | OWNER | C | |
| HORAN ASSOCIATES | DE | OWNER | C | |
| HORAN ASSOCIATES | DE | MEMBER | C | |
| HORAN ASSOCIATES | DE | MEMBER | C | |
| HORAN ASSOCIATES | DE | MEMBER | C | |
| HORAN ASSOCIATES | DE | MEMBER | C | |
| HORAN ASSOCIATES | DE | MEMBER | C | |
| HORAN ASSOCIATES | DE | MEMBER | C | |
| HORAN ASSOCIATES | DE | MEMBER | C | |
| HORAN ASSOCIATES | DE | MEMBER | C | |
| HORAN ASSOCIATES | DE | MEMBER | C | |
| HORAN ASSOCIATES | DE | MEMBER | C | |
| HORAN ASSOCIATES | DE | MEMBER | C | |
| HORAN ASSOCIATES | DE | MEMBER | C | |
| HORAN ASSOCIATES | DE | MEMBER | C | |
| HORAN ASSOCIATES | DE | MEMBER | C | |
| HORAN ASSOCIATES | DE | MEMBER | C | |
| HORAN ASSOCIATES | DE | MEMBER | C | |
| HORAN ASSOCIATES | DE | MEMBER | C | |
| REILLY, NICHOLAS, CONNOR | I | PRINCIPAL | C | |
| REILLY, NICHOLAS, CONNOR | I | PRINCIPAL | C | |
| REILLY, NICHOLAS, CONNOR | I | PRINCIPAL | C | |
| REILLY, NICHOLAS, CONNOR | I | PRINCIPAL | C | |
| REILLY, NICHOLAS, CONNOR | I | PRINCIPAL | C | |
| REILLY, NICHOLAS, CONNOR | I | PRINCIPAL | C | |
| REILLY, NICHOLAS, CONNOR | I | PRINCIPAL | C | |
| REILLY, NICHOLAS, CONNOR | I | PRINCIPAL | C | |
| REILLY, NICHOLAS, CONNOR | I | PRINCIPAL | C | |
| REILLY, NICHOLAS, CONNOR | I | PRINCIPAL | C | |
| REILLY, NICHOLAS, CONNOR | I | PRINCIPAL | C | |
| REILLY, NICHOLAS, CONNOR | I | PRINCIPAL | C | |
| REILLY, NICHOLAS, CONNOR | I | PRINCIPAL | C | |
| REILLY, NICHOLAS, CONNOR | I | PRINCIPAL | C | |
| REILLY, NICHOLAS, CONNOR | I | PRINCIPAL | C | |
| REILLY, NICHOLAS, CONNOR | I | PRINCIPAL & PRESIDENT | C | |
| REILLY, NICHOLAS, CONNOR | I | PRINCIPAL & PRESIDENT | C | |
| REILLY, NICHOLAS, CONNOR | I | PRINCIPAL | C | |
| REILLY, NICHOLAS, CONNOR | I | PRINCIPAL | C | |
| REILLY, NICHOLAS, CONNOR | I | PRINCIPAL & PRESIDENT | C | |
| REILLY, NICHOLAS, CONNOR | I | PRINCIPAL & PRESIDENT | C | |
| REILLY, NICHOLAS, CONNOR | I | PRINCIPAL & PRESIDENT | C | |
| REILLY, NICHOLAS, CONNOR | I | PRINCIPAL & PRESIDENT | C | |
| REILLY, NICHOLAS, CONNOR | I | PRINCIPAL & PRESIDENT | C | |
| REILLY, NICHOLAS, CONNOR | I | PRINCIPAL & PRESIDENT | C | |
| TEMPLETON, DAVID, IAN | I | PRINCIPAL | C | |
| TEMPLETON, DAVID, IAN | I | PRINCIPAL | C | |
| TEMPLETON, DAVID, IAN | I | PRINCIPAL | C | |
| TEMPLETON, DAVID, IAN | I | PRINCIPAL | C | |
| TEMPLETON, DAVID, IAN | I | PRINCIPAL | C | |
| TEMPLETON, DAVID, IAN | I | PRINCIPAL | C | |
| TEMPLETON, DAVID, IAN | I | PRINCIPAL | C | |
| TEMPLETON, DAVID, IAN | I | PRINCIPAL | C | |
| TEMPLETON, DAVID, IAN | I | PRINCIPAL | C | |
| TEMPLETON, DAVID, IAN | I | PRINCIPAL | C | |
| TEMPLETON, DAVID, IAN | I | PRINCIPAL | C | |
| TEMPLETON, DAVID, IAN | I | PRINCIPAL | C | |
| TEMPLETON, DAVID, IAN | I | PRINCIPAL | C | |
| TEMPLETON, DAVID, IAN | I | PRINCIPAL | C | |
| TEMPLETON, DAVID, IAN | I | PRINCIPAL & CHIEF COMPLIANCE OFFICER | C | |
| TEMPLETON, DAVID, IAN | I | VICE PRESIDENT | C | |
| TEMPLETON, DAVID, IAN | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | C | |
| TEMPLETON, DAVID, IAN | I | PRINCIPAL & CHIEF COMPLIANCE OFFICER | C | |
| TEMPLETON, DAVID, IAN | I | PRINCIPAL | C | |
| TEMPLETON, DAVID, IAN | I | VICE PRESIDENT | C | |
| TEMPLETON, DAVID, IAN | I | VICE PRESIDENT | C | |
| TEMPLETON, DAVID, IAN | I | VICE PRESIDENT | C | |
| TEMPLETON, DAVID, IAN | I | VICE PRESIDENT | C | |
| TEMPLETON, DAVID, IAN | I | VICE PRESIDENT | C | |
| TEMPLETON, DAVID, IAN | I | VICE PRESIDENT | C | |
| TEMPLETON, DAVID, IAN | I | VICE PRESIDENT | C | Control |
| TEMPLETON, DAVID, IAN | I | VICE PRESIDENT | C | Control |
| TEMPLETON, DAVID, IAN | I | VICE PRESIDENT | C | Control |
| TEMPLETON, DAVID, IAN | I | VICE PRESIDENT | C | Control |
| TEMPLETON, DAVID, IAN | I | VICE PRESIDENT | C | Control |
| TEMPLETON, DAVID, IAN | I | VICE PRESIDENT | C | Control |
| TEMPLETON, DAVID, IAN | I | VICE PRESIDENT | C | Control |
| TEMPLETON, DAVID, IAN | I | VICE PRESIDENT | C | Control |
| TEMPLETON, DAVID, IAN | I | VICE PRESIDENT | C | Control |
| TEMPLETON, DAVID, IAN | I | VICE PRESIDENT | C | Control |
| TEMPLETON, DAVID, IAN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| TEMPLETON, DAVID, IAN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| TEMPLETON, DAVID, IAN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| TEMPLETON, DAVID, IAN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| TEMPLETON, DAVID, IAN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| TEMPLETON, DAVID, IAN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| BENNETT, MARK, ALLEN | I | VICE PRESIDENT | B | |
| BENNETT, MARK, ALLEN | I | VICE PRESIDENT | B | |
| BENNETT, MARK, ALLEN | I | VICE PRESIDENT | B | |
| BENNETT, MARK, ALLEN | I | VICE PRESIDENT | B | |
| BENNETT, MARK, ALLEN | I | VICE PRESIDENT | B | |
| BENNETT, MARK, ALLEN | I | VICE PRESIDENT | B | |
| REILLY, NICHOLAS, CONNOR | I | MEMBER | B | |
| REILLY, NICHOLAS, CONNOR | I | MEMBER | B | |
| REILLY, NICHOLAS, CONNOR | I | MEMBER | B | |
| REILLY, NICHOLAS, CONNOR | I | MEMBER | B | |
| REILLY, NICHOLAS, CONNOR | I | MEMBER | B | |
| TEMPLETON, DAVID, IAN | I | VICE PRESIDENT | B | |
| TEMPLETON, DAVID, IAN | I | VICE PRESIDENT | B | |
| TEMPLETON, DAVID, IAN | I | VICE PRESIDENT | B | |
| TEMPLETON, DAVID, IAN | I | VICE PRESIDENT | B | |
| TEMPLETON, DAVID, IAN | I | VICE PRESIDENT | B | |
| TEMPLETON, DAVID, IAN | I | VICE PRESIDENT & CCO | B | |
| POELLEIN, TODD, ALAN | I | SENIOR PORTFOLIO MANAGER | A | Control |
| POELLEIN, TODD, ALAN | I | SENIOR PORTFOLIO MANAGER | A | Control |
| POELLEIN, TODD, ALAN | I | SENIOR PORTFOLIO MANAGER | A | Control |
| POELLEIN, TODD, ALAN | I | SENIOR PORTFOLIO MANAGER | A | Control |
| POELLEIN, TODD, ALAN | I | SENIOR PORTFOLIO MANAGER | A | Control |
| POELLEIN, TODD, ALAN | I | SENIOR PORTFOLIO MANAGER | A | Control |
| POELLEIN, TODD, ALAN | I | SENIOR PORTFOLIO MANAGER | A | Control |
| POELLEIN, TODD, ALAN | I | SENIOR PORTFOLIO MANAGER | A | Control |
| POELLEIN, TODD, ALAN | I | SENIOR PORTFOLIO MANAGER | A | Control |
| POELLEIN, TODD, ALAN | I | SENIOR PORTFOLIO MANAGER | A | Control |
| POELLEIN, TODD, ALAN | I | SENIOR PORTFOLIO MANAGER | A | Control |
| POELLEIN, TODD, ALAN | I | SENIOR PORTFOLIO MANAGER | A | Control |
| POELLEIN, TODD, ALAN | I | SENIOR PORTFOLIO MANAGER | A | Control |
| POELLEIN, TODD, ALAN | I | SENIOR PORTFOLIO MANAGER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| HORAN, TERENCE, LEE | I | HORAN ASSOCIATES | E | |
| HORAN, TERENCE, LEE | I | HORAN ASSOCIATES | E | |
| HORAN, TERENCE, LEE | I | HORAN ASSOCIATES | E | |
| HORAN, TERENCE, LEE | I | HORAN ASSOCIATES | E | |
| HORAN, TERENCE, LEE | I | HORAN ASSOCIATES | E | |
| HORAN, TERENCE, LEE | I | HORAN ASSOCIATES | E | |
| HORAN, TERENCE, LEE | I | HORAN ASSOCIATES | E | |
| HORAN, TERENCE, LEE | I | HORAN ASSOCIATES | E | |
| HORAN, TERENCE, LEE | I | HORAN ASSOCIATES | E | Control |
| HORAN, TERENCE, LEE | I | HORAN ASSOCIATES | E | Control |
| HORAN, TERENCE, LEE | I | HORAN ASSOCIATES | E | Control |
| HORAN, TERENCE, LEE | I | HORAN ASSOCIATES | E | Control |
| HORAN, TERENCE, LEE | I | HORAN ASSOCIATES | E | Control |
| HORAN, TERENCE, LEE | I | HORAN ASSOCIATES | E | Control |
| HORAN, TERENCE, LEE | I | HORAN ASSOCIATES | E | Control |
| HORAN, TERENCE, LEE | I | HORAN ASSOCIATES | E | Control |
| HORAN, TERENCE, LEE | I | HORAN ASSOCIATES | E | Control |
| HORAN, TERENCE, LEE | I | HORAN ASSOCIATES | E | Control |
| HORAN, TERENCE, LEE | I | HORAN ASSOCIATES | E | Control |
| HORAN, TERENCE, LEE | I | HORAN ASSOCIATES, INC | D | |
| HORAN, TERENCE, LEE | I | HORAN ASSOCIATES, INC | D | |
| HORAN, TERENCE, LEE | I | HORAN ASSOCIATES, INC | D | |
| HORAN, TERENCE, LEE | I | HORAN ASSOCIATES, INC | D | |
| HORAN, TERENCE, LEE | I | HORAN ASSOCIATES, INC | D | |
| MILLER, DOUGLAS, T | I | HORAN ASSOCIATES, INC | D | |
| MILLER, DOUGLAS, THOMAS | I | HORAN ASSOCIATES, INC | D | |
| MILLER, DOUGLAS, THOMAS | I | HORAN ASSOCIATES, INC | D | |
| MILLER, DOUGLAS, THOMAS | I | HORAN ASSOCIATES, INC | D | |
| MILLER, DOUGLAS, THOMAS | I | HORAN ASSOCIATES, INC | D | |
| HORAN ASSOCIATES | DE | HORAN ASSOCIATES | C | |
| HORAN ASSOCIATES | DE | HORAN ASSOCIATES | C | |
| HORAN ASSOCIATES | DE | HORAN ASSOCIATES | C | |
| HORAN ASSOCIATES | DE | HORAN ASSOCIATES | C | |
| HORAN ASSOCIATES | DE | HORAN ASSOCIATES | C | |
| HORAN ASSOCIATES | DE | HORAN ASSOCIATES | C | |
| HORAN ASSOCIATES | DE | HORAN ASSOCIATES | C |
Registrations
Federal
IA
Mar 30, 2025 REGISTERED
Notice Filings (9)
CO FL IN KY NE NY OH SC TX
Address
8044 MONTGOMERY RDSUITE 640
CINCINNATI, OH 45236
United States
Phone: 513-745-0707