HORAN WEALTH, LLC
CRD #333974 SEC #801-132367 CINCINNATI, OH 513-745-0707
SEC Registered
Total AUM
$1.4B
Discretionary
$1.4B
Employees
35
Clients
1
Accounts
3,364
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 8, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GROSSER, CONNIE, SUE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GROSSER, CONNIE, SUE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GROSSER, CONNIE, SUE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GROSSER, CONNIE, SUE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Reynolds, Michael, Jason | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Reynolds, Michael, Jason | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Reynolds, Michael, Jason | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Reynolds, Michael, Jason | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HORAN, TERENCE, LEE | I | PRESIDENT, CHIEF EXECUTIVE OFFICER | D | Control |
| HORAN, TERENCE, LEE | I | PRESIDENT, CHIEF EXECUTIVE OFFICER | D | Control |
| HORAN, TERENCE, LEE | I | PRESIDENT, CHIEF EXECUTIVE OFFICER | D | Control |
| HORAN, TERENCE, LEE | I | PRESIDENT, CHIEF EXECUTIVE OFFICER | D | Control |
| BENNETT, MARK, ALLEN | I | PRINCIPAL & PORTFOLIO MANAGER | B | Control |
| BENNETT, MARK, ALLEN | I | PRINCIPAL & PORTFOLIO MANAGER | B | Control |
| BENNETT, MARK, ALLEN | I | PRINCIPAL & PORTFOLIO MANAGER | B | Control |
| BENNETT, MARK, ALLEN | I | PRINCIPAL & PORTFOLIO MANAGER | B | Control |
| NAPIER, MICHAEL, DUNLAP | I | MANAGING PARTNER | B | Control |
| NAPIER, MICHAEL, DUNLAP | I | MANAGING PARTNER | B | Control |
| NAPIER, MICHAEL, DUNLAP | I | MANAGING PARTNER | B | Control |
| NAPIER, MICHAEL, DUNLAP | I | MANAGING PARTNER | B | Control |
| TEMPLETON, DAVID, IAN | I | PRINCIPAL & PORTFOLIO MANAGER | B | Control |
| TEMPLETON, DAVID, IAN | I | PRINCIPAL & PORTFOLIO MANAGER | B | Control |
| TEMPLETON, DAVID, IAN | I | PRINCIPAL & PORTFOLIO MANAGER | B | Control |
| TEMPLETON, DAVID, IAN | I | PRINCIPAL & PORTFOLIO MANAGER | B | Control |
| HOERNSCHEMEYER, GREGORY, LEO | I | VICE PRESIDENT | A | Control |
| HOERNSCHEMEYER, GREGORY, LEO | I | VICE PRESIDENT | A | Control |
| HOERNSCHEMEYER, GREGORY, LEO | I | VICE PRESIDENT | A | Control |
| HOERNSCHEMEYER, GREGORY, LEO | I | VICE PRESIDENT | A | Control |
| POELLEIN, TODD, ALAN | I | PRINCIPAL & PORTFOLIO MANAGER | A | Control |
| POELLEIN, TODD, ALAN | I | PRINCIPAL & PORTFOLIO MANAGER | A | Control |
| POELLEIN, TODD, ALAN | I | PRINCIPAL & PORTFOLIO MANAGER | A | Control |
| POELLEIN, TODD, ALAN | I | PRINCIPAL & PORTFOLIO MANAGER | A | Control |
Registrations
Federal
IA
Sep 8, 2025 REGISTERED
Notice Filings (35)
AL AR AZ CA CO CT FL GA ID IL IN KS KY LA MA MD ME MI MO MT NC NJ NM NY OH OR PA SC TN TX UT VA WA WI WV
Address
8044 MONTGOMERY RD,STE 640
CINCINNATI, OH 45236
United States
Phone: 513-745-0707