RIA Intel›Advisers›Ohio›HORTER INVESTMENT MANAGEMENT, LLC

HORTER INVESTMENT MANAGEMENT, LLC

Advisory

N·CINCINNATI, OH

Data as of Jul 20, 2026 · Source: SEC Form ADV

Total AUM
$314M
1-Year AUM Growth
-5.7%
3-Year CAGR
-17.3%
Employees
29
Assets Under Management
Total AUM$314M
Discretionary AUM$314M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients1,302,710
Team
Total Employees29
Investment Advisers43
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record626
First FilingJan 3, 2007
Latest FilingJul 20, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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