# Horan Wealth, LLC

> Horan Wealth, LLC is an SEC-registered investment advisory firm in Cincinnati, OH, registered since 2025, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated June 26, 2026.

- CRD: 333974
- Filed as: HORAN WEALTH, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Cincinnati, OH
- Filing period: October 2026
- Form ADV filing dated: June 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/333974
- AdvisorCensus page: https://advisorcensus.com/firm/horan-wealth-llc-cincinnati-oh-333974

## Quick answers

**How is Horan Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Horan Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Horan Wealth, LLC located?**
Horan Wealth, LLC's principal office is in Cincinnati, OH, according to its Form ADV; the July 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Horan Wealth, LLC registered with the SEC or a state?**
Horan Wealth, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 333974.

**How much does Horan Wealth, LLC manage?**
Horan Wealth, LLC reports $1,470,000,000 in regulatory assets under management in its Form ADV filing dated June 26, 2026 (99% discretionary).

**How have Horan Wealth, LLC's assets and staff changed since 2025?**
In the Form ADV data for Horan Wealth, LLC: Regulatory assets under management: $1,449,490,536 in the October 2025 data and $1,470,000,000 in the October 2026 data, up 1%. Total employees: 35 in October 2025 and 32 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Horan Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (955); high net worth individuals (453); charitable organizations (17).

**Which custodians does Horan Wealth, LLC use?**
Horan Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Horan Wealth, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/333974

**Does Horan Wealth, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated June 26, 2026 says: "In general, clients are required to have a minimum opening investment account size of $100,000."

**What changed in Horan Wealth, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 22 to 20. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated June 26, 2026)

- Account minimum: $100,000

> In general, clients are required to have a minimum opening investment account size of $100,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,470,000,000
- Discretionary: $1,461,000,000
- Non-discretionary: $9,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 955 | $278,000,000 |
| High net worth individuals | 453 | $1,115,000,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $8,000,000 |
| Charitable organizations | 17 | $26,000,000 |
| Corporations or other businesses not listed above | 7 | $43,000,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2025 (1 year)
- Employees: 32 total, 20 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Fort Mitchell, KY
- Pittsburgh, PA

### Websites listed on Form ADV (Item 1.I)
- horanwealth.com
- LinkedIn @horan-wealth
- X @HoranWealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $1,449,490,536 | 35 | July 16, 2025 |
| October 2026 | $1,470,000,000 | 32 | June 26, 2026 |

Regulatory assets under management: $1,449,490,536 in the October 2025 data and $1,470,000,000 in the October 2026 data, up 1%.
Total employees: 35 in October 2025 and 32 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 22 to 20.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Horan Wealth, LLC (CRD 333974): Form ADV filing data as of October 2026.