HORAN SECURITIES, INC.
Legal name: HORAN WEALTH MANAGEMENT
CRD #40794 SEC #801-107181 CINCINNATI, OH 513-745-0707
SEC Registered Broker-Dealer Disclosures
Total AUM
$698.2M
Discretionary
$697M
Employees
27
Clients
10
Accounts
2,245
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $698.2M | $697M | $1.2M | 27 | 5 |
| Feb 2025 | $545.2M | $540.2M | $5M | 27 | 3 |
| Sep 2024 | $545.2M | $540.2M | $5M | 27 | 3 |
| Mar 2024 | $545.2M | $540.2M | $5M | 25 | 3 |
| Nov 2023 | $510.8M | $505.3M | $5.5M | 25 | 7 |
| Oct 2023 | $510.8M | $505.3M | $5.5M | 25 | 7 |
| Sep 2023 | $510.8M | $505.3M | $5.5M | 26 | 7 |
| Apr 2023 | $510.8M | $505.3M | $5.5M | 26 | 7 |
| Apr 2023 | $510.8M | $505.3M | $5.5M | 26 | 7 |
| Apr 2023 | $510.8M | $505.3M | $5.5M | 26 | 7 |
| Apr 2023 | $510.8M | $505.3M | $5.5M | 26 | 7 |
| Mar 2023 | $510.8M | $505.3M | $5.5M | 26 | 7 |
| Mar 2023 | $510.8M | $505.3M | $5.5M | 26 | 7 |
| Sep 2022 | $513.1M | $513.1M | $0 | 24 | 4 |
| Mar 2022 | $513.1M | $513.1M | $0 | 24 | 4 |
| Jan 2022 | $349.7M | $349.7M | $0 | 24 | 4 |
| Oct 2021 | $349.7M | $349.7M | $0 | 24 | 4 |
| Jul 2021 | $349.7M | $349.7M | $0 | 24 | 4 |
| May 2021 | $349.7M | $349.7M | $0 | 24 | 4 |
| May 2021 | $349.7M | $349.7M | $0 | 24 | 4 |
| Apr 2021 | $349.7M | $349.7M | $0 | 24 | 4 |
| Apr 2021 | $349.7M | $349.7M | $0 | 24 | 4 |
| Mar 2021 | $349.7M | $349.7M | $0 | 24 | 4 |
| Feb 2021 | $274.8M | $274.8M | $0 | 16 | 2 |
| Feb 2021 | $274.8M | $274.8M | $0 | 16 | 2 |
| Feb 2021 | $274.8M | $274.8M | $0 | 16 | 2 |
| Jan 2021 | $274.8M | $274.8M | $0 | 16 | 2 |
| Dec 2020 | $274.8M | $274.8M | $0 | 16 | 2 |
| Oct 2020 | $274.8M | $274.8M | $0 | 16 | 2 |
| Aug 2020 | $274.8M | $274.8M | $0 | 16 | 2 |
| Jul 2020 | $274.8M | $274.8M | $0 | 16 | 2 |
| Jun 2020 | $274.8M | $274.8M | $0 | 16 | 2 |
| May 2020 | $274.8M | $274.8M | $0 | 16 | 2 |
| Mar 2020 | $274.8M | $274.8M | $0 | 16 | 2 |
| Feb 2020 | $194.8M | $194.8M | $0 | 16 | 74 |
| Nov 2019 | $194.8M | $194.8M | $0 | 16 | 74 |
| Mar 2019 | $194.8M | $194.8M | $0 | 16 | 74 |
| Sep 2018 | $190.7M | $190.7M | $0 | 16 | 687 |
| Jul 2018 | $190.7M | $190.7M | $0 | 16 | 687 |
| Feb 2018 | $190.7M | $190.7M | $0 | 16 | 687 |
| Feb 2018 | $190.7M | $190.7M | $0 | 16 | 687 |
| Sep 2017 | $155.9M | $155.9M | $0 | 13 | 500 |
| Aug 2017 | $155.9M | $155.9M | $0 | 13 | 500 |
| Apr 2017 | $155.9M | $155.9M | $0 | 13 | 500 |
| Apr 2017 | $155.9M | $155.9M | $0 | 13 | 500 |
| Feb 2017 | $155.9M | $155.9M | $0 | 13 | 500 |
| May 2016 | $112.3M | $112.3M | $0 | 13 | 400 |
| May 2016 | $112.3M | $112.3M | $0 | 13 | 400 |
| Feb 2016 | $112.3M | $112.3M | $0 | 13 | 400 |
| Jan 2016 | $112.3M | $112.3M | $0 | 13 | 400 |
DateMar 2025
Total AUM$698.2M
Discretionary$697M
Non-Disc.$1.2M
Employees27
Clients5
DateFeb 2025
Total AUM$545.2M
Discretionary$540.2M
Non-Disc.$5M
Employees27
Clients3
DateSep 2024
Total AUM$545.2M
Discretionary$540.2M
Non-Disc.$5M
Employees27
Clients3
DateMar 2024
Total AUM$545.2M
Discretionary$540.2M
Non-Disc.$5M
Employees25
Clients3
DateNov 2023
Total AUM$510.8M
Discretionary$505.3M
Non-Disc.$5.5M
Employees25
Clients7
DateOct 2023
Total AUM$510.8M
Discretionary$505.3M
Non-Disc.$5.5M
Employees25
Clients7
DateSep 2023
Total AUM$510.8M
Discretionary$505.3M
Non-Disc.$5.5M
Employees26
Clients7
DateApr 2023
Total AUM$510.8M
Discretionary$505.3M
Non-Disc.$5.5M
Employees26
Clients7
DateApr 2023
Total AUM$510.8M
Discretionary$505.3M
Non-Disc.$5.5M
Employees26
Clients7
DateApr 2023
Total AUM$510.8M
Discretionary$505.3M
Non-Disc.$5.5M
Employees26
Clients7
DateApr 2023
Total AUM$510.8M
Discretionary$505.3M
Non-Disc.$5.5M
Employees26
Clients7
DateMar 2023
Total AUM$510.8M
Discretionary$505.3M
Non-Disc.$5.5M
Employees26
Clients7
DateMar 2023
Total AUM$510.8M
Discretionary$505.3M
Non-Disc.$5.5M
Employees26
Clients7
DateSep 2022
Total AUM$513.1M
Discretionary$513.1M
Non-Disc.$0
Employees24
Clients4
DateMar 2022
Total AUM$513.1M
Discretionary$513.1M
Non-Disc.$0
Employees24
Clients4
DateJan 2022
Total AUM$349.7M
Discretionary$349.7M
Non-Disc.$0
Employees24
Clients4
DateOct 2021
Total AUM$349.7M
Discretionary$349.7M
Non-Disc.$0
Employees24
Clients4
DateJul 2021
Total AUM$349.7M
Discretionary$349.7M
Non-Disc.$0
Employees24
Clients4
DateMay 2021
Total AUM$349.7M
Discretionary$349.7M
Non-Disc.$0
Employees24
Clients4
DateMay 2021
Total AUM$349.7M
Discretionary$349.7M
Non-Disc.$0
Employees24
Clients4
DateApr 2021
Total AUM$349.7M
Discretionary$349.7M
Non-Disc.$0
Employees24
Clients4
DateApr 2021
Total AUM$349.7M
Discretionary$349.7M
Non-Disc.$0
Employees24
Clients4
DateMar 2021
Total AUM$349.7M
Discretionary$349.7M
Non-Disc.$0
Employees24
Clients4
DateFeb 2021
Total AUM$274.8M
Discretionary$274.8M
Non-Disc.$0
Employees16
Clients2
DateFeb 2021
Total AUM$274.8M
Discretionary$274.8M
Non-Disc.$0
Employees16
Clients2
DateFeb 2021
Total AUM$274.8M
Discretionary$274.8M
Non-Disc.$0
Employees16
Clients2
DateJan 2021
Total AUM$274.8M
Discretionary$274.8M
Non-Disc.$0
Employees16
Clients2
DateDec 2020
Total AUM$274.8M
Discretionary$274.8M
Non-Disc.$0
Employees16
Clients2
DateOct 2020
Total AUM$274.8M
Discretionary$274.8M
Non-Disc.$0
Employees16
Clients2
DateAug 2020
Total AUM$274.8M
Discretionary$274.8M
Non-Disc.$0
Employees16
Clients2
DateJul 2020
Total AUM$274.8M
Discretionary$274.8M
Non-Disc.$0
Employees16
Clients2
DateJun 2020
Total AUM$274.8M
Discretionary$274.8M
Non-Disc.$0
Employees16
Clients2
DateMay 2020
Total AUM$274.8M
Discretionary$274.8M
Non-Disc.$0
Employees16
Clients2
DateMar 2020
Total AUM$274.8M
Discretionary$274.8M
Non-Disc.$0
Employees16
Clients2
DateFeb 2020
Total AUM$194.8M
Discretionary$194.8M
Non-Disc.$0
Employees16
Clients74
DateNov 2019
Total AUM$194.8M
Discretionary$194.8M
Non-Disc.$0
Employees16
Clients74
DateMar 2019
Total AUM$194.8M
Discretionary$194.8M
Non-Disc.$0
Employees16
Clients74
DateSep 2018
Total AUM$190.7M
Discretionary$190.7M
Non-Disc.$0
Employees16
Clients687
DateJul 2018
Total AUM$190.7M
Discretionary$190.7M
Non-Disc.$0
Employees16
Clients687
DateFeb 2018
Total AUM$190.7M
Discretionary$190.7M
Non-Disc.$0
Employees16
Clients687
DateFeb 2018
Total AUM$190.7M
Discretionary$190.7M
Non-Disc.$0
Employees16
Clients687
DateSep 2017
Total AUM$155.9M
Discretionary$155.9M
Non-Disc.$0
Employees13
Clients500
DateAug 2017
Total AUM$155.9M
Discretionary$155.9M
Non-Disc.$0
Employees13
Clients500
DateApr 2017
Total AUM$155.9M
Discretionary$155.9M
Non-Disc.$0
Employees13
Clients500
DateApr 2017
Total AUM$155.9M
Discretionary$155.9M
Non-Disc.$0
Employees13
Clients500
DateFeb 2017
Total AUM$155.9M
Discretionary$155.9M
Non-Disc.$0
Employees13
Clients500
DateMay 2016
Total AUM$112.3M
Discretionary$112.3M
Non-Disc.$0
Employees13
Clients400
DateMay 2016
Total AUM$112.3M
Discretionary$112.3M
Non-Disc.$0
Employees13
Clients400
DateFeb 2016
Total AUM$112.3M
Discretionary$112.3M
Non-Disc.$0
Employees13
Clients400
DateJan 2016
Total AUM$112.3M
Discretionary$112.3M
Non-Disc.$0
Employees13
Clients400