Horan Wealth, Llc
SEC-registered
Insurance-Affiliated · Mid-sized ($1B–$10B)
CRD 333974
· SEC file 801-132367
· Cincinnati, OH
· www.horanwealth.com
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ADV data as of Jun 26, 2026
- Regulatory AUM
- $1.5B
- Discretionary
- $1.5B
- Clients
- 1,436
- Avg AUM / client
- $1.0M
- Accounts
- 2,817
- Employees
- 32
AUM over time
$0
$1.5B
Mar 10, 2025
Jun 26, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 26, 2026
Asset allocation (SMA assets by investment type)
as of Jun 26, 2026
Exchange-traded equities
$706M
48%
Registered investment companies (funds/ETFs)
$647M
44%
Investment-grade corporate bonds
$44.1M
3%
Cash & equivalents
$44.1M
3%
US government & agency bonds
$14.7M
1%
Pooled investment vehicles
$14.7M
1%
Other
$14.7M
1%
Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Investments (13F portfolio — 196 positions, $1,052,324,446)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | I Shares Core S&P 500 Etf | ETF | $268,561,922 | 392,598 | 25.5% | 18.3% |
| 2 | I Shares Core S&P Mid Cap Etf | ETF | $98,176,384 | 1,470,176 | 9.33% | 6.68% |
| 3 | Microsoft Corp | Stock | $34,377,586 | 87,978 | 3.27% | 2.34% |
| 4 | I Shares Core S&P Small Cap Etf | ETF | $33,636,472 | 279,520 | 3.2% | 2.29% |
| 5 | Procter & Gamble Co | Stock | $27,068,642 | 188,542 | 2.57% | 1.84% |
| 6 | Schwab Us Broad Market Etf | ETF | $26,459,394 | 1,051,472 | 2.51% | 1.8% |
| 7 | Apple Inc | COM | $26,419,906 | 102,417 | 2.51% | 1.8% |
| 8 | American Centy Etf Tr | INTL EQT ETF | $24,529,187 | 289,574 | 2.33% | 1.67% |
| 9 | Victory Portfolios Ii | CORE INTERMEDIAT | $19,336,766 | 411,102 | 1.84% | 1.32% |
| 10 | Schwab Fundamental Us Small Company Etf | ETF | $18,680,398 | 577,082 | 1.78% | 1.27% |
| 11 | Vanguard S&P 500 Etf | ETF | $18,506,966 | 30,656 | 1.76% | 1.26% |
| 12 | Alphabet Inc | CAP STK CL A | $15,835,314 | 54,617 | 1.5% | 1.08% |
| 13 | Broadcom Inc | COM | $15,553,798 | 49,666 | 1.48% | 1.06% |
| 14 | American Centy Etf Tr | AVANTIS EMGMKT | $14,071,091 | 174,623 | 1.34% | 0.96% |
| 15 | Williams Companies Inc | Stock | $13,978,448 | 194,418 | 1.33% | 0.95% |
| 16 | Victory Portfolios Ii | SHORT TRM BD ETF | $13,274,350 | 262,376 | 1.26% | 0.9% |
| 17 | Johnson & Johnson | Stock | $11,561,368 | 49,344 | 1.1% | 0.79% |
| 18 | Tjx Companies Inc | Stock | $11,245,488 | 70,658 | 1.07% | 0.76% |
| 19 | Jpmorgan Chase & Co | COM | $10,588,678 | 35,452 | 1.01% | 0.72% |
| 20 | Qualcomm Inc | Stock | $9,953,790 | 75,446 | 0.95% | 0.68% |
| 21 | Walmart Inc | Stock | $9,930,930 | 81,544 | 0.94% | 0.68% |
| 22 | Nvidia Corporation | COM | $9,814,369 | 54,359 | 0.93% | 0.67% |
| 23 | Citizens Financial Group Inc | Stock | $9,714,434 | 162,310 | 0.92% | 0.66% |
| 24 | Northrop Grumman Corp | Stock | $9,528,212 | 14,140 | 0.91% | 0.65% |
| 25 | The Home Depot Inc | Stock | $9,218,422 | 27,754 | 0.88% | 0.63% |
Top 25 of 196 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 955 | $278M | 18.9% |
| High net worth individuals | 453 | $1.1B | 75.9% |
| Pension and profit sharing plans | 4 | $8.0M | 0.54% |
| Charitable organizations | 17 | $26.0M | 1.77% |
| Corporations and other businesses | 7 | $43.0M | 2.93% |
People (22)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Ian Templeton | Registered representative | CFA | May 2025 (1y) | |
| Mark Allen Bennett | Registered representative | CFA | May 2025 (1y) | |
| Todd Alan Poellein | Registered representative | CFA | May 2025 (1y) | |
| Todd Hibner | Registered representative | CFA | May 2025 (1y) | |
| Paul Anthony Carl | Registered representative | Jun 2025 (1y) | ||
| David Maurice Lohre | Registered representative | Jul 2025 (1y) | ||
| Kathleen Christine Laverde | Registered representative | Jul 2025 (1y) | ||
| Michael Dunlap Napier | Registered representative | CFP | Jul 2025 (1y) | |
| Keith Edmond Prince | Registered representative | CFP | Jul 2025 (1y) | |
| Michael Louis Hermes | Registered representative | CFP CFA | Jul 2025 (1y) | |
| Richard Owings Bascom | Registered representative | Jul 2025 (1y) | ||
| Terence Lee Horan | Registered representative | Chartered Financial Consultant | Jul 2025 (1y) | |
| Thomas Edward Reitzes | Registered representative | CFP | Jul 2025 (1y) | |
| William Benjamin Hardigg | Registered representative | CFP | Jul 2025 (1y) | |
| Christine Ann Stine | Registered representative | Jul 2025 (1y) | ||
| Connie Sue Grosser | Registered representative | Jul 2025 (1y) | ||
| Muhammad Fateh Akbar Tiwana | Registered representative | Jul 2025 (1y) | ||
| Daniel Allen Schneider | Registered representative | CFP | Nov 2025 (1y) | |
| Andrew Thomas Swinney | Registered representative | Dec 2025 (1y) | ||
| Ryan Joseph Janka | Registered representative | Jan 2026 (1y) | ||
| Andrea Diane Costa | Registered representative | Mar 2026 (0y) | ||
| Brian Louis Van Jura | Registered representative | CFA | May 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/26/2026 | 993 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Fidelity Brokerage Services $823M (56% of AUM) Jun 2026
- Charles Schwab & Co. $647M (44% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 26, 2026.
View current Form ADV (SEC/IAPD) ↗