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| Happy Holidays!! thanks for using AUM13F!! |
| Horan Capital Advisors LLC
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| CRD # | 152888 |
| SEC # | 801-77575 |
| CIK # | 0001584086 |
| AUM | $595.9 M (2025-03-30) |
| Employees | 14 (36% Investors, 0% Brokers) |
| Phone | 513-745-0707 |
| Address | 8044 Montgomery Rd Cincinnati, OH 45236 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 17.8 | ||
| Microsoft Corp | 13.9 | ||
| Broadcom Inc | 8.1 | ||
| Alphabet Inc | 8.0 | ||
| J P Morgan Chase & Co | 7.6 | ||
| Williams Companies Inc | 5.5 | ||
| Ingersoll-Rand PLC | 5.5 | ||
| Qualcomm Inc/DE | 5.4 | ||
| Fiserv Inc | 5.1 | ||
| TJX Companies Inc /DE/ | 4.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 84 | 36.0 |
| (b) Individuals (high net worth individuals) | 125 | 515.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 10.1 |
| (h) Charitable organizations | 1 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 34.7 |
| (n) Other | 0 | 0.0 |
| Total | 748 | 595.9 |
| By Discretionary | ||
| Discretionary | 689 | 553.9 |
| Non-Discretionary | 59 | 42.0 |
| Total | 748 | 595.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 595.9 | |
| Total | 748 | 595.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001584086] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Horan Securities Inc
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|
OH | 0.7 |
|
Horan Capital Advisors LLC
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|
OH | 0.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Valtinson Bruner Financial Planning LLC
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|
MN | 0.6 |
|
Saaga LLC
✚
|
FL | 0.6 |
|
Marcellus Investment Managers Private Limited
✚
|
0.6 | |
|
Lunt Capital Management Inc
✚
|
UT | 0.6 |
|
New England Capital Financial Advisors LLC
✚
|
CT | 0.6 |
|
BCWM LLC
✚
|
KS | 0.6 |
|
Wealthbridge Capital Management LLC
✚
|
OH | 0.6 |
|
Family Investment Center Inc
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|
MO | 0.6 |
|
America First Investment Advisors LLC
✚
|
NE | 0.6 |
|
Centurion Wealth Management LLC
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|
VA | 0.6 |