RIA Intel›Advisers›Ohio›HORAN SECURITIES, INC.

HORAN SECURITIES, INC.

Advisory

N·CINCINNATI, OH

Data as of Sep 30, 2024 · Source: SEC Form ADV

Total AUM

$698M

1-Year AUM Growth

+6.7%

3-Year CAGR

+15.9%

Employees

10

Assets Under Management

Total AUM$698M

Discretionary AUM$697M

Non-Discretionary AUM$1M

Discretionary %99.8%

Total Clients1,486

Team

Total Employees10

Investment Advisers27

Employee Growth (1Y)+11.1%

Filing History

Total Filings on Record48

First FilingJan 14, 2016

Latest FilingSep 30, 2024

🔒 Full AUM trend chart and 48 historical filings spanning 8+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on HORAN SECURITIES, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.